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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
326
Benjamin F. Edwards & Company
Missouri
$519K +$277K +7,203 +104%
SPIA
327
Strategic Point Investment Advisors
Rhode Island
$504K +$63.5K +1,655 +14%
MWM
328
Mascoma Wealth Management
New Hampshire
$497K +$163K +4,234 +46%
VAS
329
Vestmark Advisory Solutions
Massachusetts
$494K +$220K +5,731 +74%
HIM
330
Hanlon Investment Management
New Jersey
$483K +$142K +3,694 +39%
OWM
331
Opes Wealth Management
California
$480K -$149K -3,870 -23%
SP
332
Successful Portfolios
Florida
$480K +$67.8K +1,767 +16%
PAMG
333
Patton Albertson Miller Group
Tennessee
$478K -$613K -15,955 -55%
CCM
334
Coldstream Capital Management
Washington
$476K +$11K +286 +2%
CWAG
335
Compton Wealth Advisory Group
Virginia
$474K – – –
SPL
336
Smart Portfolios LLC
Washington
$474K +$37.6K +979 +8%
RCM
337
Rain Capital Management
Oregon
$472K – – –
G
338
GenTrust
Florida
$470K – – –
PA
339
Parallel Advisors
California
$469K +$196K +5,103 +68%
OLVIG
340
Oliver Lagore Vanvalin Investment Group
Michigan
$464K +$470K +12,242 New
AA
341
Addison Advisors
Vermont
$463K +$192K +4,989 +66%
EWA
342
EP Wealth Advisors
California
$460K +$481K +12,514 New
LA
343
LexAurum Advisors
Kansas
$459K +$99.6K +2,593 +26%
AG
344
Ascent Group
Virginia
$450K +$3.92K +102 +0.8%
FMN
345
Financial Management Network
California
$449K +$3.84K +100 +0.9%
SG
346
StoneX Group
New York
$447K -$158K -4,114 -25%
FCI
347
Financial Counselors Inc
Kansas
$445K – – –
OFP
348
OLIO Financial Planning
Virginia
$444K +$182K +4,733 +64%
KCA
349
Karn Couzens & Associates
Connecticut
$443K -$1.61K -42 -0.3%
HR
350
Hardy Reed
Mississippi
$438K – – –
12 13
14
15 16