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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
326
Wade Financial Advisory
California
$378K -$5.76K -170 -1%
CL
327
CPWM LLC
Washington
$378K +$3.36K +99 +0.9%
BSWM
328
Boston Standard Wealth Management
Massachusetts
$371K +$37.3K +1,100 +11%
SQA
329
Simon Quick Advisors
New Jersey
$370K +$391K +11,524 New
AI
330
Accredited Investors
Minnesota
$369K -$802K -23,661 -67%
BAM
331
Belpointe Asset Management
Nevada
$369K +$207K +6,100 +115%
QPWM
332
Quadrant Private Wealth Management
Pennsylvania
$367K -$114K -3,375 -23%
FPCP
333
Fort Point Capital Partners
California
$366K – – –
IA
334
IFG Advisory
Georgia
$363K -$269K -7,947 -41%
FMN
335
Financial Management Network
California
$360K -$19.2K -565 -5%
BOPW
336
Brandywine Oak Private Wealth
Pennsylvania
$359K -$177K -5,206 -32%
GFPC
337
Global Financial Private Client
Florida
$353K -$192K -5,660 -34%
UB
338
UMB Bank
Missouri
$353K – – –
SHIM
339
Stone House Investment Management
Pennsylvania
$352K -$4.93M -145,375 -93%
PGA
340
Portland Global Advisors
Maine
$347K – – –
HR
341
Hardy Reed
Mississippi
$343K -$44.7K -1,319 -11%
BTWM
342
Baker Tilly Wealth Management
Wisconsin
$341K +$358K +10,564 New
SWA
343
Stratos Wealth Advisors
Ohio
$332K -$1.06M -31,190 -75%
MA
344
Mutual Advisors
Nebraska
$332K -$53.5K -1,578 -13%
GT
345
Glenmede Trust
Pennsylvania
$329K -$436K -12,845 -56%
ASFA
346
All Season Financial Advisors
Colorado
$329K +$345K +10,177 New
CB
347
Community Bank
New York
$328K – – –
CF
348
Corrigan Financial
Rhode Island
$328K -$3.32K -98 -1%
T
349
TRUADVICE
Florida
$326K -$429K -12,658 -56%
TFO
350
Tarbox Family Office
California
$325K +$6.1K +180 +2%
12 13
14
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