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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
351
GC Wealth Management RIA
Massachusetts
$347K -$55K -1,247 -14%
MWM
352
McCartney Wealth Management
Missouri
$344K +$343K +7,791 New
WFS
353
WealthGarden F.S.
California
$337K +$39.3K +892 +14%
RIS
354
Retirement Income Solutions
Michigan
$337K +$30K +680 +10%
SIC
355
Sigma Investment Counselors
Michigan
$335K – – –
WWM
356
WT Wealth Management
Arizona
$333K -$26.6K -604 -7%
CB
357
Community Bank
New York
$332K -$3.31K -75 -1%
SCM
358
SCS Capital Management
Massachusetts
$332K +$4.63K +105 +1%
CIC
359
Cutler Investment Counsel
Oregon
$330K +$37.3K +846 +13%
CWL
360
Causey Wealth LLC
Colorado
$328K -$9.7K -220 -3%
PAG
361
Private Advisor Group
New Jersey
$327K -$70.2K -1,593 -18%
RRA
362
Red Reef Advisors
Florida
$326K +$326K +7,389 New
BWL
363
Bogart Wealth LLC
Virginia
$326K -$27.1K -614 -8%
WSWA
364
Warren Street Wealth Advisors
California
$324K -$178K -4,027 -35%
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$321K -$37.4M -847,182 -99%
HPM
366
Hoxton Planning & Management
West Virginia
$320K +$97.7K +2,215 +44%
BFS
367
Bradley Foster & Sargent
Connecticut
$318K +$54.2K +1,229 +21%
TPCW
368
TD Private Client Wealth
New York
$316K -$12.3K -280 -4%
LNWTC
369
Laird Norton Wetherby Trust Company
Washington
$315K +$315K +7,139 New
RWM
370
Ritholtz Wealth Management
New York
$313K -$26.7K -605 -8%
PSCM
371
Per Stirling Capital Management
Texas
$309K – – –
CFM
372
Cornerstone Financial Management
Massachusetts
$307K +$306K +6,939 New
AAP
373
Arax Advisory Partners
Colorado
$304K +$304K +6,886 New
GDP
374
Great Diamond Partners
Maine
$303K -$31.4K -712 -9%
CA
375
Continuum Advisory
Idaho
$303K +$13.1K +298 +5%
13 14
15
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