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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
326
Aaron Wealth Advisors
Illinois
$279K -$37.7K -1,145 -12%
SWA
327
Stratos Wealth Advisors
Ohio
$279K +$274K +8,314 New
BSB
328
Bangor Savings Bank
Maine
$277K +$42.3K +1,285 +18%
AWM
329
AE Wealth Management
Kansas
$277K +$20K +608 +8%
P
330
&Partners
Tennessee
$274K +$2.8K +85 +1%
AWM
331
Apollon Wealth Management
South Carolina
$271K -$78.5K -2,382 -23%
OWMIAS
332
One Wealth Management Investment & Advisory Services
Florida
$270K +$265K +8,048 New
TFO
333
Tarbox Family Office
California
$266K +$37.5K +1,138 +17%
UB
334
Umpqua Bank
Oregon
$258K – – –
KWM
335
Kingsview Wealth Management
Oregon
$258K +$42.1K +1,279 +20%
VCP
336
Verus Capital Partners
Arizona
$254K -$144K -4,367 -37%
GDP
337
Great Diamond Partners
Maine
$249K -$7.48K -227 -3%
CGL
338
Clarius Group LLC
Washington
$247K – – –
SIC
339
Sigma Investment Counselors
Michigan
$246K – – –
SWP
340
Stratos Wealth Partners
Ohio
$245K -$11.7K -355 -5%
PSCM
341
Per Stirling Capital Management
Texas
$245K -$68.8K -2,090 -22%
LFG
342
Leverty Financial Group
Wisconsin
$244K +$22.8K +693 +11%
MYIA
343
Mount Yale Investment Advisors
Colorado
$240K -$7.74K -235 -3%
MBFW
344
Morton Brown Family Wealth
Pennsylvania
$239K -$264 -8 -0.1%
VW
345
Veridan Wealth
Oregon
$238K +$200K +6,067 New
MWM
346
Meridian Wealth Management
Kentucky
$237K +$232K +7,058 New
CA
347
CGN Advisors
Kansas
$235K +$230K +6,997 New
HB
348
HTLF Bank
Colorado
$233K +$23.6K +718 +11%
HFA
349
High Falls Advisors
New York
$232K +$7.77K +236 +4%
WCWM
350
Willow Creek Wealth Management
California
$229K – – –
12 13
14
15 16