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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
376
Lineweaver Wealth Advisors
Ohio
$233K -$12.3M -276,203 -98%
AWA
377
Aaron Wealth Advisors
Illinois
$229K +$235K +5,294 New
AFP
378
Ausdal Financial Partners
Iowa
$223K -$18.8K -423 -8%
CCA
379
Cobblestone Capital Advisors
New York
$219K +$224K +5,048 New
PP
380
PDS Planning
Ohio
$218K +$224K +5,037 New
MKA
381
M. Kulyk & Associates
Georgia
$218K +$224K +5,042 New
AIA
382
Arbor Investment Advisors
North Carolina
$217K -$41.9K -943 -16%
LF
383
Lantz Financial
Illinois
$212K +$217K +4,885 New
JFGLC
384
Johnson Financial Group LLC (Colorado)
Colorado
$210K – – –
LFA
385
Lighthouse Financial Advisors
Maryland
$206K +$212K +4,771 New
HCA
386
Heck Capital Advisors
Wisconsin
$204K +$68K +1,530 +48%
RCAG
387
Rehmann Capital Advisory Group
Michigan
$201K +$206K +4,643 New
1SB
388
1ST Source Bank
Indiana
$200K +$205K +4,619 New
PAI
389
Pittenger & Anderson Inc
Nebraska
$186K +$26.5K +595 +16%
BAM
390
Belpointe Asset Management
Nevada
$185K +$46.8K +1,053 +33%
GFPC
391
Global Financial Private Client
Florida
$184K +$114K +2,563 +157%
CFD
392
Creative Financial Designs
Indiana
$149K +$41.5K +933 +37%
ADIM
393
Alpha DNA Investment Management
Maryland
$139K +$9.87K +222 +7%
ACA
394
Aptus Capital Advisors
Alabama
$117K +$40.4K +908 +51%
VFA
395
Valeo Financial Advisors
Indiana
$113K – – –
CAL
396
Capital Analysts LLC
Pennsylvania
$109K +$53.6K +1,206 +91%
CPFP
397
Clear Perspectives Financial Planning
Ohio
$96K +$10K +225 +11%
WTC
398
WhitTier Trust Company
Nevada
$94K +$19.8K +445 +26%
CMBA
399
C.M. Bidwell & Associates
Hawaii
$79K -$7.69K -173 -9%
RG
400
Retirement Group
California
$74K – – –
14 15
16
17 18