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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
326
EverSource Wealth Advisors
Alabama
$341K +$1.18K +29 +0.4%
CWS
327
Cypress Wealth Services
California
$335K +$17.3K +423 +6%
RWM
328
Ritholtz Wealth Management
New York
$334K -$40.9K -1,002 -12%
CWL
329
Causey Wealth LLC
Colorado
$332K -$21.8K -535 -7%
CB
330
Community Bank
New York
$330K +$18.4K +452 +6%
GDP
331
Great Diamond Partners
Maine
$329K +$9.22K +226 +3%
SIC
332
Sigma Investment Counselors
Michigan
$329K – – –
GS
333
GTS Securities
Florida
$323K +$304K +7,446 New
TPCW
334
TD Private Client Wealth
New York
$322K -$25.2K -618 -8%
SCM
335
SCS Capital Management
Massachusetts
$322K – – –
TFO
336
Tarbox Family Office
California
$321K – – –
CC
337
Copperleaf Capital
North Carolina
$318K +$36.7K +900 +14%
P
338
Pitcairn
Pennsylvania
$318K -$1.22M -29,916 -80%
KPWS
339
Kestra Private Wealth Services
Texas
$308K +$289K +7,088 New
TF
340
Theory Financial
Colorado
$306K +$15.7K +385 +6%
CC
341
Courier Capital
New York
$305K +$13.7K +336 +5%
PSCM
342
Per Stirling Capital Management
Texas
$304K – – –
RIS
343
Retirement Income Solutions
Michigan
$302K – – –
CPP
344
Capasso Planning Partners
South Carolina
$301K -$65.4K -1,604 -19%
WCWM
345
Willow Creek Wealth Management
California
$297K – – –
SG
346
Sharper & Granite
California
$297K -$4.28K -105 -2%
KAS
347
KPP Advisory Services
Kentucky
$296K -$13.6K -334 -5%
GC
348
Garde Capital
Washington
$295K -$20.6K -506 -7%
PP
349
Prudential plc
United Kingdom
$295K – – –
FG
350
Foster Group
Iowa
$290K +$286 +7 +0.1%
12 13
14
15 16