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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
326
PDS Planning
Ohio
$280K +$22.2K +721 +9%
BBVA
327
Banco Bilbao Vizcaya Argentaria
Spain
$276K -$3.79K -123 -1%
WTB
328
Washington Trust Bank
Washington
$274K -$19.8K -643 -7%
WIA
329
World Investment Advisors
California
$273K +$12.4K +402 +5%
ST
330
Spinnaker Trust
Maine
$273K +$5.09K +165 +2%
SC
331
Stephens Consulting
Michigan
$271K -$44.7K -1,450 -15%
LNC
332
Lincoln National Corp
Pennsylvania
$270K -$29.1K -945 -10%
FA
333
Fiduciary Alliance
South Carolina
$262K -$76.3K -2,474 -23%
FHA
334
First Horizon Advisors
Tennessee
$260K -$516K -16,734 -67%
MWP
335
Moller Wealth Partners
$259K +$6.05K +196 +2%
EFN
336
Equita Financial Network
Pennsylvania
$258K +$20.9K +677 +9%
SG
337
Sharper & Granite
California
$256K +$39.8K +1,290 +19%
LJAC
338
L.J. Altfest & Co
New York
$256K +$247K +7,995 New
WA
339
Wealth Alliance
New York
$254K -$385K -12,479 -61%
SXL
340
Summit X LLC
Missouri
$251K -$44.7K -1,449 -16%
AFAS
341
Acorn Financial Advisory Services
Virginia
$250K -$12.5K -405 -5%
CT
342
Columbia Trust
Oregon
$246K +$237K +7,685 New
WWM
343
WT Wealth Management
Arizona
$246K +$494 +16 +0.2%
GDP
344
Great Diamond Partners
Maine
$244K -$308 -10 -0.1%
SDJVC
345
St. Denis J. Villere & Co
Louisiana
$244K +$235K +7,615 New
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
$243K – – –
WFAG
347
Worth Financial Advisory Group
North Carolina
$242K +$4.63K +150 +2%
FIM
348
Freedom Investment Management
Connecticut
$239K +$230K +7,468 New
MOS
349
MGO One Seven
Ohio
$239K +$230K +7,466 New
T
350
TCWP
Ohio
$239K +$230K +7,466 New
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14
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