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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
351
Pittenger & Anderson Inc
Nebraska
$156K +$31.1K +798 +27%
FFA
352
Founders Financial Alliance
North Carolina
$153K +$103K +2,654 +265%
EA
353
Elm Advisors
California
$140K +$130K +3,345 New
BAM
354
Belpointe Asset Management
Nevada
$135K +$126K +3,226 New
HCA
355
Heck Capital Advisors
Wisconsin
$134K +$55.9K +1,433 +82%
LFG
356
Larson Financial Group
Missouri
$133K +$15.9K +409 +15%
ADIM
357
Alpha DNA Investment Management
Maryland
$126K +$117K +3,009 New
VFA
358
Valeo Financial Advisors
Indiana
$110K – – –
CFD
359
Creative Financial Designs
Indiana
$105K +$33.4K +856 +52%
CMBA
360
C.M. Bidwell & Associates
Hawaii
$84K +$47.4K +1,215 +154%
CPFP
361
Clear Perspectives Financial Planning
Ohio
$84K +$78K +2,000 New
ACA
362
Aptus Capital Advisors
Alabama
$75K +$8.15K +209 +13%
WTC
363
WhitTier Trust Company
Nevada
$72K +$7.02K +180 +12%
RG
364
Retirement Group
California
$71K +$546 +14 +0.8%
BW
365
Bison Wealth
Georgia
$71K +$51K +1,307 +344%
GFPC
366
Global Financial Private Client
Florida
$68.7K +$63.8K +1,636 New
FCH
367
Freestone Capital Holdings
Washington
$67.7K +$156 +4 +0.2%
GWM
368
Geneos Wealth Management
Colorado
$64K +$263K +6,746 +1,537%
HFA
369
HC Financial Advisors
California
$60K – – –
HPC
370
HM Payson & Co
Maine
$57K +$13.1K +336 +33%
SWM
371
Sugarloaf Wealth Management
Georgia
$56K +$3.24K +83 +7%
CAL
372
Capital Analysts LLC
Pennsylvania
$55K +$28.6K +734 +125%
RIM
373
Rockbridge Investment Management
New York
$47K +$2.18K +56 +5%
FP
374
Fiduciary Planning
Florida
$43K +$312 +8 +0.8%
AP
375
Atwood & Palmer
Missouri
$41K +$38.2K +979 New
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15
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