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iShares ESG Aware MSCI EM ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBF
351
Petix & Botte Financial
California
$217K +$212K +6,721 New
TDWM
352
Topel & Distasi Wealth Management
California
$217K +$212K +6,721 New
MAWA
353
Moss Adams Wealth Advisors
Washington
$217K -$760K -24,115 -78%
HFA
354
High Falls Advisors
New York
$216K -$10.5K -332 -5%
SXL
355
Summit X LLC
Missouri
$214K -$36.9K -1,172 -15%
SAG
356
SageView Advisory Group
California
$214K -$1.56M -49,573 -91%
HF
357
HRT Financial
New York
$213K -$188K -5,957 -47%
LFG
358
Leverty Financial Group
Wisconsin
$213K -$24K -762 -10%
KWM
359
Keebeck Wealth Management
Illinois
$212K -$217K -6,894 -51%
AFM
360
Armstrong Fleming & Moore
District of Columbia
$211K
PFM
361
Peak Financial Management
Massachusetts
$210K +$6.43K +204 +3%
CA
362
Continuum Advisory
Idaho
$210K +$198K +6,292 New
WAL
363
W Advisors LLC
Tennessee
$208K -$424K -13,448 -68%
RIS
364
Retirement Income Solutions
Michigan
$207K
KWM
365
Kingsview Wealth Management
Oregon
$206K -$30.2K -958 -13%
ODIJL
366
One Day In July LLC
Vermont
$206K -$9.77K -310 -5%
EGWAG
367
Elwood & Goetz Wealth Advisory Group
Georgia
$206K +$4K +127 +2%
EWP
368
Elevation Wealth Partners
California
$204K +$72.5K +2,301 +57%
CWP
369
CFM Wealth Partners
Texas
$203K +$199K +6,311 New
HB
370
HTLF Bank
Colorado
$201K +$197K +6,245 New
Deutsche Bank
371
Deutsche Bank
Germany
$199K -$15.8K -500 -7%
HNB
372
Huntington National Bank
Ohio
$192K
BCWM
373
Bartlett & Co Wealth Management
Ohio
$178K +$83.5K +2,650 +92%
KFP
374
Keener Financial Planning
Texas
$178K +$1.61K +51 +0.9%
WWP
375
WR Wealth Planners
Missouri
$177K -$51.4K -1,631 -23%