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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
351
Prudential plc
United Kingdom
$295K – – –
FG
352
Foster Group
Iowa
$290K +$286 +7 +0.1%
FCH
353
Freestone Capital Holdings
Washington
$289K +$272K +6,657 New
CWP
354
CFM Wealth Partners
Texas
$289K -$612 -15 -0.2%
CIC
355
Cutler Investment Counsel
Oregon
$287K – – –
HSWS
356
Higgins & Schmidt Wealth Strategies
Colorado
$286K +$1.31K +32 +0.5%
AF
357
Advisornet Financial
Minnesota
$285K +$2.53K +62 +1%
CA
358
Continuum Advisory
Idaho
$285K -$3.92K -96 -1%
OPWM
359
Oregon Pacific Wealth Management
Oregon
$285K – – –
BIG
360
Brookwood Investment Group
Arizona
$283K +$266K +6,525 New
KWM
361
Kingsview Wealth Management
Oregon
$282K +$24.9K +610 +10%
MBFW
362
Morton Brown Family Wealth
Pennsylvania
$279K – – –
PA
363
PFG Advisors
Arizona
$278K +$4.41K +108 +2%
WFS
364
WealthGarden F.S.
California
$275K +$17.1K +420 +7%
PFM
365
Peak Financial Management
Massachusetts
$275K +$26.3K +645 +11%
EGWAG
366
Elwood & Goetz Wealth Advisory Group
Georgia
$275K +$163 +4 +0.1%
SWP
367
Stratos Wealth Partners
Ohio
$275K +$857 +21 +0.3%
HFS
368
Hughes Financial Services
Virginia
$274K -$5.34K -131 -2%
RWRC
369
R.W. Roge & Company
New York
$272K +$40.6K +995 +19%
BFG
370
Buttonwood Financial Group
Missouri
$270K +$19.3K +474 +8%
HF
371
HRT Financial
New York
$270K +$254K +6,222 New
TWP
372
Tempus Wealth Planning
California
$269K +$1.14K +28 +0.5%
RL
373
Rogco LP
Oklahoma
$267K – – –
EGM
374
Engineers Gate Manager
New York
$266K +$250K +6,121 New
VW
375
Veridan Wealth
Oregon
$263K +$247K +6,064 New
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15
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