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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
326
Gemmer Asset Management
California
$455K +$28.5K +602 +6%
MWP
327
Meridian Wealth Partners
Pennsylvania
$450K -$19.2K -407 -4%
LFG
328
Larson Financial Group
Missouri
$442K -$34.4K -727 -7%
BCWM
329
Bartlett & Co Wealth Management
Ohio
$441K +$145K +3,075 +56%
NG
330
Navigation Group
California
$433K +$451K +9,532 New
PTC
331
Private Trust Company
Ohio
$430K -$67.4K -1,425 -13%
TF
332
TME Financial
California
$428K -$5.06K -107 -1%
EWA
333
EverSource Wealth Advisors
Alabama
$426K -$2.08K -44 -0.5%
AL
334
Aspiriant LLC
California
$423K – – –
PSA
335
Plum Street Advisors
Louisiana
$420K – – –
PWM
336
Penobscot Wealth Management
Maine
$420K +$41.2K +872 +10%
RIM
337
RW Investment Management
Idaho
$411K +$427K +9,039 New
A
338
Argentarii
Ohio
$409K – – –
CWM
339
Contango Wealth Management
California
$408K +$114K +2,412 +37%
ML
340
McAdam LLC
Pennsylvania
$402K -$2.32K -49 -0.6%
PAG
341
Private Advisor Group
New Jersey
$401K +$67K +1,417 +19%
HSWS
342
Higgins & Schmidt Wealth Strategies
Colorado
$401K -$9.83K -208 -2%
CG
343
Caprock Group
Idaho
$393K – – –
GWMR
344
GC Wealth Management RIA
Massachusetts
$387K +$30.8K +651 +8%
IAA
345
Independent Advisor Alliance
North Carolina
$383K +$399K +8,432 New
AWM
346
Avior Wealth Management
Nebraska
$379K -$4.4K -93 -1%
MWP
347
Moller Wealth Partners
$378K -$8.42K -178 -2%
TF
348
Theory Financial
Colorado
$376K -$26.2K -554 -6%
LNWTC
349
Laird Norton Wetherby Trust Company
Washington
$373K +$49.8K +1,054 +15%
BWP
350
BlueStem Wealth Partners
Minnesota
$372K -$79K -1,670 -17%
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14
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