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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
326
Sigma Investment Counselors
Michigan
$318K – – –
MWM
327
Mascoma Wealth Management
New Hampshire
$318K +$327K +7,342 New
LFG
328
Larson Financial Group
Missouri
$317K +$185K +4,161 +132%
CTA
329
Chesley Taft & Associates
Illinois
$316K -$3.33K -75 -1%
TPCW
330
TD Private Client Wealth
New York
$313K +$322K +7,238 New
SCA
331
Spearhead Capital Advisors
Florida
$312K – – –
LA
332
LexAurum Advisors
Kansas
$310K +$25.7K +579 +9%
MAM
333
Meeder Asset Management
Ohio
$307K -$32.6K -733 -9%
DWP
334
Destiny Wealth Partners
Florida
$307K -$9.74K -219 -3%
AGA
335
Arkos Global Advisors
Texas
$306K -$1.73K -39 -0.5%
IFG
336
Independent Financial Group
California
$305K +$314K +7,051 New
GLLW
337
Graves Light Lenhart Wealth
Virginia
$305K +$74.2K +1,668 +31%
APW
338
Austin Private Wealth
Texas
$304K -$57.3K -1,288 -15%
HT
339
Hefren-Tillotson
Pennsylvania
$303K +$142K +3,184 +83%
BSWM
340
Boston Standard Wealth Management
Massachusetts
$302K +$26.9K +604 +9%
CWAG
341
Compton Wealth Advisory Group
Virginia
$300K +$308K +6,930 New
GSWM
342
Golden State Wealth Management
California
$295K -$298K -6,694 -50%
HI
343
Harbour Investments
Wisconsin
$294K +$302K +6,790 New
JFG
344
JMG Financial Group
Illinois
$290K +$298K +6,690 New
UCFA
345
United Capital Financial Advisors
Texas
$289K -$231K -5,204 -44%
CIC
346
Carnegie Investment Counsel
Ohio
$288K – – –
FCI
347
Financial Counselors Inc
Kansas
$288K – – –
BOPW
348
Brandywine Oak Private Wealth
Pennsylvania
$286K +$294K +6,618 New
G
349
GenTrust
Florida
$286K +$304K +6,842 New
WWP
350
Waypoint Wealth Partners
California
$285K – – –
12 13
14
15 16