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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
351
Falcon Wealth Planning
California
$261K +$41.1K +1,296 +19%
WWG
352
West Wealth Group
California
$259K -$12.2K -386 -4%
ST
353
Spinnaker Trust
Maine
$259K +$4.25K +134 +2%
MFA
354
Mayflower Financial Advisors
Massachusetts
$259K +$351K +11,077 New
MSA
355
Marino Stram & Associates
Massachusetts
$258K +$17.1K +541 +7%
SC
356
Stephens Consulting
Michigan
$256K +$22.2K +699 +9%
HNB
357
Huntington National Bank
Ohio
$254K – – –
IA
358
IFG Advisory
Georgia
$254K -$14.2K -447 -5%
BF
359
Brooklyn FI
New York
$250K +$129K +4,086 +185%
MOS
360
MGO One Seven
Ohio
$247K +$249K +7,854 New
CGL
361
Clarius Group LLC
Washington
$247K – – –
3LCM
362
3D/L Capital Management
Connecticut
$247K -$4.28K -135 -2%
WFAG
363
Worth Financial Advisory Group
North Carolina
$245K -$1.08M -34,079 -81%
T
364
TCWP
Ohio
$243K +$14.6K +461 +6%
FA
365
FDx Advisors
Illinois
$242K – – –
ACA
366
Aptus Capital Advisors
Alabama
$241K +$215K +6,771 +772%
CC
367
Copperleaf Capital
North Carolina
$237K +$239K +7,536 New
APP
368
Avantax Planning Partners
Iowa
$234K – – –
SIC
369
Sigma Investment Counselors
Michigan
$231K – – –
LFG
370
Leverty Financial Group
Wisconsin
$230K +$4.94K +156 +2%
CCA
371
Cobblestone Capital Advisors
New York
$230K -$919 -29 -0.4%
PA
372
Parkside Advisors
California
$228K +$229K +7,235 New
SFS
373
Sowell Financial Services
Arkansas
$223K -$431K -13,597 -66%
ODIJL
374
One Day In July LLC
Vermont
$219K -$14.4K -454 -6%
PP
375
PDS Planning
Ohio
$217K -$4.82K -152 -2%
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15
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