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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
BSWM
326
Boston Standard Wealth Management
Massachusetts
$397K +$78.4K +1,770 +25%
CWAG
327
Compton Wealth Advisory Group
Virginia
$397K +$82.8K +1,869 +27%
AF
328
Advisornet Financial
Minnesota
$394K +$17.7K +400 +5%
PA
329
Parallel Advisors
California
$394K +$24.2K +547 +7%
FA
330
FDx Advisors
Illinois
$378K -$6.73K -152 -2%
MWM
331
Mascoma Wealth Management
New Hampshire
$378K +$45.3K +1,024 +14%
CA
332
CGN Advisors
Kansas
$365K -$4.65K -105 -1%
IWM
333
IHT Wealth Management
Illinois
$361K +$23.9K +540 +7%
RFC
334
Regions Financial Corp
Alabama
$359K -$44 -1 -0%
FA
335
Forefront Analytics
Pennsylvania
$358K +$1.73K +39 +0.5%
CG
336
Caprock Group
Idaho
$355K +$1.73K +39 +0.5%
3LCM
337
3D/L Capital Management
Connecticut
$352K +$61.6K +1,392 +22%
G
338
GenTrust
Florida
$348K +$38.2K +862 +13%
EW
339
Evoke Wealth
California
$346K – – –
GLLW
340
Graves Light Lenhart Wealth
Virginia
$344K +$25.1K +567 +8%
RCWMU
341
Rothschild & Co Wealth Management (UK)
United Kingdom
$341K -$73.9K -1,668 -18%
CWM
342
Chicago Wealth Management
Illinois
$337K -$4.03K -91 -1%
CCG
343
Capital CS Group
California
$337K +$330K +7,459 New
GWA
344
GGM Wealth Advisors
Maryland
$335K – – –
IFG
345
Independent Financial Group
California
$333K +$14.4K +325 +5%
SIC
346
Sigma Investment Counselors
Michigan
$331K – – –
MAM
347
Meeder Asset Management
Ohio
$329K +$8.77K +198 +3%
SCA
348
Spearhead Capital Advisors
Florida
$327K +$1.59K +36 +0.5%
LA
349
LexAurum Advisors
Kansas
$327K +$3.72K +84 +1%
APW
350
Austin Private Wealth
Texas
$324K +$6.91K +156 +2%
12 13
14
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