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iShares ESG Aware MSCI EM ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
351
Bradley Foster & Sargent
Connecticut
$419K
GWP
352
Gateway Wealth Partners
Wisconsin
$417K -$595K -11,381 -60%
MWM
353
McCartney Wealth Management
Missouri
$414K -$11.9K -228 -3%
HPM
354
Hoxton Planning & Management
West Virginia
$410K -$28K -536 -7%
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$408K +$33.3K +638 +9%
SWA
356
Sax Wealth Advisors
New Jersey
$404K +$43.4K +831 +10%
CB
357
Community Bank
New York
$403K -$3.61K -69 -0.9%
SCM
358
SCS Capital Management
Massachusetts
$398K -$12.6K -241 -3%
LIA
359
LifePlan Investment Advisors
North Carolina
$394K -$148K -2,826 -28%
TF
360
Theory Financial
Colorado
$393K -$57K -1,091 -13%
EGWAG
361
Elwood & Goetz Wealth Advisory Group
Georgia
$392K -$16.7K -319 -4%
AWM
362
Avior Wealth Management
Nebraska
$392K -$61.1K -1,170 -14%
RIM
363
Ryan Investment Management
Colorado
$390K +$38.5K +736 +11%
AF
364
Advisornet Financial
Minnesota
$390K +$127K +2,439 +52%
CWS
365
Cypress Wealth Services
California
$390K -$51.8K -992 -12%
RF
366
RHS Financial
California
$386K -$38.8K -742 -10%
SWP
367
Stratos Wealth Partners
Ohio
$383K -$9.41K -180 -3%
Massachusetts Financial Services
368
Massachusetts Financial Services
Massachusetts
$381K +$207K +3,968 New
CA
369
CoreCap Advisors
Michigan
$381K +$4.39K +84 +1%
NWP
370
Noble Wealth Partners
Colorado
$381K +$364K +6,960 New
CWM
371
Cranbrook Wealth Management
Michigan
$380K +$51.7K +990 +17%
SG
372
Sharper & Granite
California
$374K -$784 -15 -0.2%
CIC
373
Cutler Investment Counsel
Oregon
$371K -$36K -689 -9%
CFM
374
Cornerstone Financial Management
Massachusetts
$368K +$10.8K +207 +3%
FCH
375
Freestone Capital Holdings
Washington
$368K +$3.35K +64 +1%