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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
351
Independent Advisor Alliance
North Carolina
$242K +$255K +7,239 New
JC
352
JB Capital
Connecticut
$235K +$248K +7,036 New
TSS
353
Two Sigma Securities
New York
$234K +$248K +7,023 New
HSWS
354
Higgins & Schmidt Wealth Strategies
Colorado
$234K +$248K +7,021 New
CWP
355
CFM Wealth Partners
Texas
$230K -$4.2K -119 -2%
NW
356
NewEdge Wealth
Pennsylvania
$229K +$242K +6,851 New
CWS
357
Cypress Wealth Services
California
$229K -$19.3K -546 -7%
WCWM
358
Willow Creek Wealth Management
California
$228K – – –
LIA
359
LifePlan Investment Advisors
North Carolina
$227K +$240K +6,796 New
OPWM
360
Oregon Pacific Wealth Management
Oregon
$227K +$239K +6,787 New
EPW
361
Evergreen Private Wealth
Colorado
$225K -$247 -7 -0.1%
TDWM
362
Topel & Distasi Wealth Management
California
$225K -$1.48K -42 -0.6%
CA
363
Continuum Advisory
Idaho
$224K +$2.01K +57 +0.9%
TF
364
Theory Financial
Colorado
$223K +$236K +6,692 New
HFS
365
Hughes Financial Services
Virginia
$221K +$234K +6,624 New
EGWAG
366
Elwood & Goetz Wealth Advisory Group
Georgia
$217K -$4.16K -118 -2%
RIS
367
Retirement Income Solutions
Michigan
$217K +$741 +21 +0.3%
CC
368
Copperleaf Capital
North Carolina
$215K +$227K +6,445 New
FG
369
Foster Group
Iowa
$215K +$13.1K +370 +6%
BIA
370
Bigelow Investment Advisors
Maine
$215K -$21.8K -617 -9%
VAF
371
Values Added Financial
District of Columbia
$215K +$227K +6,427 New
MBFW
372
Morton Brown Family Wealth
Pennsylvania
$214K -$20.9K -591 -8%
AFM
373
Armstrong Fleming & Moore
District of Columbia
$210K +$917 +26 +0.4%
OCM
374
One Capital Management
California
$210K +$7.66K +217 +4%
WAL
375
W Advisors LLC
Tennessee
$206K -$529 -15 -0.2%
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15
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