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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
326
WT Wealth Management
Arizona
$289K -$36.4K -1,046 -11%
JSW
327
Journey Strategic Wealth
New Jersey
$289K +$3.59K +103 +1%
EWP
328
Elevation Wealth Partners
California
$287K -$74.8K -2,148 -21%
CPP
329
Capasso Planning Partners
South Carolina
$284K +$3.41K +98 +1%
AFG
330
Atomi Financial Group
New York
$280K -$8.53K -245 -3%
AI
331
Atria Investments
North Carolina
$279K +$1.78K +51 +0.6%
GC
332
Garde Capital
Washington
$270K -$80.3K -2,306 -23%
LIA
333
LifePlan Investment Advisors
North Carolina
$268K +$30.7K +881 +13%
AWA
334
Aaron Wealth Advisors
Illinois
$266K -$28.1K -807 -10%
GDP
335
Great Diamond Partners
Maine
$265K +$2.3K +66 +0.9%
SIC
336
Sigma Investment Counselors
Michigan
$265K +$8.36K +240 +3%
CWP
337
CFM Wealth Partners
Texas
$263K +$22.3K +641 +9%
CC
338
Courier Capital
New York
$263K +$262K +7,516 New
PSCM
339
Per Stirling Capital Management
Texas
$262K – – –
FHA
340
Flagship Harbor Advisors
Massachusetts
$261K +$6.69K +192 +3%
LFG
341
Leverty Financial Group
Wisconsin
$260K +$1.15K +33 +0.4%
TFO
342
Tarbox Family Office
California
$259K -$20.5K -588 -7%
SWP
343
Stratos Wealth Partners
Ohio
$258K -$19.6K -563 -7%
SCM
344
SCS Capital Management
Massachusetts
$257K +$256K +7,355 New
ATC
345
Argent Trust Co
Tennessee
$255K – – –
KAS
346
KPP Advisory Services
Kentucky
$254K +$253K +7,276 New
OCM
347
One Capital Management
California
$254K +$33.8K +972 +15%
GWMR
348
GC Wealth Management RIA
Massachusetts
$250K +$249K +7,149 New
OBWP
349
O'Brien Wealth Partners
Massachusetts
$249K +$248K +7,128 New
FFA
350
First Foundation Advisors
California
$247K +$246K +7,072 New
12 13
14
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