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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
351
FDx Advisors
Illinois
$306K -$41.8K -979 -12%
SIC
352
Sigma Investment Counselors
Michigan
$304K – – –
CF
353
Corrigan Financial
Rhode Island
$303K +$7.69K +180 +3%
OFG
354
OmniStar Financial Group
North Carolina
$297K -$152K -3,567 -33%
CWP
355
Concord Wealth Partners
Virginia
$295K +$129K +3,013 +74%
MSA
356
Marino Stram & Associates
Massachusetts
$294K +$304K +7,104 New
AGA
357
Arkos Global Advisors
Texas
$292K -$256 -6 -0.1%
PL
358
Plancorp LLC
Missouri
$290K +$13.2K +310 +5%
GSWM
359
Golden State Wealth Management
California
$289K -$2.18K -51 -0.7%
LA
360
Latitude Advisors
Florida
$283K +$92.6K +2,167 +46%
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$281K +$23.9K +560 +9%
CTA
362
Chesley Taft & Associates
Illinois
$277K – – –
DT
363
Diversified Trust
Tennessee
$276K +$26.7K +625 +10%
CIC
364
Carnegie Investment Counsel
Ohio
$275K – – –
AA
365
Ancora Advisors
Ohio
$273K -$17.8K -416 -6%
WWP
366
Waypoint Wealth Partners
California
$273K – – –
HCA
367
Heck Capital Advisors
Wisconsin
$270K +$7.01K +164 +3%
APW
368
Austin Private Wealth
Texas
$268K -$30.7K -718 -10%
CPIG
369
Chicago Partners Investment Group
Illinois
$265K +$266K +6,218 New
IFG
370
Independent Financial Group
California
$262K -$44.7K -1,046 -14%
SAS
371
Sage Advisory Services
Texas
$261K +$18.3K +428 +7%
TA
372
TrueWealth Advisors
Alabama
$260K -$134K -3,128 -33%
DWP
373
Destiny Wealth Partners
Florida
$260K -$18.1K -424 -6%
KWM
374
Kingsview Wealth Management
Oregon
$259K +$14.4K +338 +6%
BAM
375
Belpointe Asset Management
Nevada
$254K +$71.1K +1,663 +37%
13 14
15
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