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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
326
Caprock Group
Idaho
$350K +$353K +8,654 New
BWL
327
Bogart Wealth LLC
Virginia
$347K -$9.87K -242 -3%
EWA
328
EverSource Wealth Advisors
Alabama
$341K +$1.18K +29 +0.4%
CWS
329
Cypress Wealth Services
California
$335K +$17.3K +423 +6%
RWM
330
Ritholtz Wealth Management
New York
$334K -$40.9K -1,002 -12%
CWL
331
Causey Wealth LLC
Colorado
$332K -$21.8K -535 -7%
CB
332
Community Bank
New York
$330K +$18.4K +452 +6%
GDP
333
Great Diamond Partners
Maine
$329K +$9.22K +226 +3%
SIC
334
Sigma Investment Counselors
Michigan
$329K – – –
GS
335
GTS Securities
Florida
$323K +$304K +7,446 New
TPCW
336
TD Private Client Wealth
New York
$322K -$25.2K -618 -8%
SCM
337
SCS Capital Management
Massachusetts
$322K – – –
TFO
338
Tarbox Family Office
California
$321K – – –
CC
339
Copperleaf Capital
North Carolina
$318K +$36.7K +900 +14%
P
340
Pitcairn
Pennsylvania
$318K -$1.22M -29,916 -80%
KPWS
341
Kestra Private Wealth Services
Texas
$308K +$289K +7,088 New
TF
342
Theory Financial
Colorado
$306K +$15.7K +385 +6%
CC
343
Courier Capital
New York
$305K +$13.7K +336 +5%
PSCM
344
Per Stirling Capital Management
Texas
$304K – – –
RIS
345
Retirement Income Solutions
Michigan
$302K – – –
CPP
346
Capasso Planning Partners
South Carolina
$301K -$65.4K -1,604 -19%
WCWM
347
Willow Creek Wealth Management
California
$297K – – –
SG
348
Sharper & Granite
California
$297K -$4.28K -105 -2%
KAS
349
KPP Advisory Services
Kentucky
$296K -$13.6K -334 -5%
GC
350
Garde Capital
Washington
$295K -$20.6K -506 -7%
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