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iShares ESG Aware MSCI EM ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPP
351
Capasso Planning Partners
South Carolina
$249K +$5.16K +176 +2%
AllianceBernstein
352
AllianceBernstein
Tennessee
$249K -$501K -17,101 -67%
FA
353
Forefront Analytics
Pennsylvania
$248K +$410 +14 +0.2%
MNG
354
Manning & Napier Group
New York
$247K – – –
ST
355
Spinnaker Trust
Maine
$243K +$10.8K +367 +5%
FA
356
FDx Advisors
Illinois
$242K -$296K -10,102 -56%
FAIM
357
Financial Advocates Investment Management
Washington
$241K +$53.4K +1,821 +29%
3LCM
358
3D/L Capital Management
Connecticut
$240K +$234K +7,970 New
DFA
359
DHK Financial Advisors
New Hampshire
$239K +$13.2K +452 +6%
PFO
360
Pathstone Family Office
New Jersey
$237K -$93K -3,175 -29%
CA
361
CoreCap Advisors
Michigan
$237K -$235K -8,031 -50%
CGL
362
Clarius Group LLC
Washington
$236K +$230K +7,837 New
SWA
363
Stratos Wealth Advisors
Ohio
$235K -$34.9K -1,190 -13%
TWP
364
Tempus Wealth Planning
California
$234K -$24.9K -850 -10%
OFG
365
OmniStar Financial Group
North Carolina
$233K -$46.5K -1,587 -17%
RA
366
RFG Advisory
Alabama
$231K -$203K -6,937 -49%
MSA
367
Marino Stram & Associates
Massachusetts
$231K -$80.3K -2,739 -26%
TCA
368
Transcend Capital Advisors
New Jersey
$225K -$209K -7,119 -49%
SC
369
Stephens Consulting
Michigan
$223K +$91.1K +3,109 +72%
APP
370
Avantax Planning Partners
Iowa
$223K +$217K +7,422 New
ODIJL
371
One Day In July LLC
Vermont
$223K +$217K +7,406 New
SIC
372
Sigma Investment Counselors
Michigan
$221K – – –
CCA
373
Cobblestone Capital Advisors
New York
$220K +$2.81K +96 +1%
VFA
374
Valeo Financial Advisors
Indiana
$219K +$213K +7,278 New
T
375
TCWP
Ohio
$218K -$129K -4,418 -38%