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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
351
Montecito Bank & Trust
California
$370K -$8.37K -177 -2%
CPG
352
Cornerstone Planning Group
New Jersey
$370K +$330K +6,977 +6,645%
G
353
GenTrust
Florida
$370K -$723K -15,284 -65%
CWS
354
Cypress Wealth Services
California
$369K -$40.8K -863 -10%
HPM
355
Hoxton Planning & Management
West Virginia
$365K +$37.4K +791 +11%
VFA
356
Valeo Financial Advisors
Indiana
$365K +$153K +3,238 +68%
PSCM
357
Per Stirling Capital Management
Texas
$365K +$48K +1,016 +15%
WN
358
Williams & Novak
California
$359K -$1.23K -26 -0.3%
SIC
359
Sigma Investment Counselors
Michigan
$358K +$14.2K +300 +4%
AWM
360
AE Wealth Management
Kansas
$357K +$60.2K +1,273 +19%
SWA
361
Sax Wealth Advisors
New Jersey
$356K – – –
RF
362
RHS Financial
California
$355K -$31.4K -665 -8%
MWM
363
McCartney Wealth Management
Missouri
$354K – – –
BFS
364
Bradley Foster & Sargent
Connecticut
$349K +$22.6K +477 +7%
CA
365
Continuum Advisory
Idaho
$347K +$36.9K +781 +11%
RIS
366
Retirement Income Solutions
Michigan
$347K – – –
SCM
367
SCS Capital Management
Massachusetts
$342K – – –
EGWAG
368
Elwood & Goetz Wealth Advisory Group
Georgia
$340K +$54.8K +1,159 +18%
WSWA
369
Warren Street Wealth Advisors
California
$340K +$6.05K +128 +2%
CIC
370
Cutler Investment Counsel
Oregon
$339K – – –
CB
371
Community Bank
New York
$339K -$3.69K -78 -1%
RWM
372
Ritholtz Wealth Management
New York
$327K +$5.53K +117 +2%
SWP
373
Stratos Wealth Partners
Ohio
$327K +$36.3K +768 +12%
TDWM
374
Topel & Distasi Wealth Management
California
$326K -$65.8K -1,392 -16%
BJL
375
Brighton Jones LLC
Washington
$326K +$339K +7,170 New
13 14
15
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