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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
376
Prosperity Planning
Missouri
$272K -$263K -5,946 Closed
QCM
377
Quest Capital Management
Texas
$266K – – –
SAS
378
Sage Advisory Services
Texas
$265K -$73.8K -1,667 -22%
KWM
379
Kingsview Wealth Management
Oregon
$265K +$3.94K +89 +2%
PGA
380
Portland Global Advisors
Maine
$264K – – –
WCWM
381
Willow Creek Wealth Management
California
$264K – – –
HWA
382
Heritage Way Advisors
Illinois
$258K +$253K +5,714 New
SFM
383
Signet Financial Management
New Jersey
$257K -$841 -19 -0.3%
FEG
384
Fund Evaluation Group
Ohio
$255K +$250K +5,649 New
CCM
385
Covington Capital Management
California
$255K +$251K +5,658 New
MSFS
386
Main Street Financial Solutions
Pennsylvania
$254K +$4.56K +103 +2%
SWG
387
Summit Wealth Group
Vermont
$254K +$183K +4,126 +274%
WCFA
388
Walkner Condon Financial Advisors
Wisconsin
$252K +$266 +6 +0.1%
CCA
389
Cobblestone Capital Advisors
New York
$249K +$20.2K +456 +9%
CT
390
Cambridge Trust
Massachusetts
$241K -$195K -4,399 -45%
KLI
391
Kelman-Lazarov Inc
Tennessee
$236K -$14.2K -320 -6%
MCWS
392
McKinley Carter Wealth Services
West Virginia
$233K +$229K +5,167 New
KM
393
Kalos Management
Georgia
$229K -$88.1K -1,990 -27%
PP
394
PDS Planning
Ohio
$228K +$930 +21 +0.4%
FC
395
Fiduciary Counselling
Minnesota
$226K -$20K -451 -8%
CA
396
Continuum Advisory
Idaho
$226K +$221K +4,998 New
WS
397
Wedbush Securities
California
$223K +$219K +4,941 New
ST
398
Spinnaker Trust
Maine
$220K +$216K +4,879 New
1SB
399
1ST Source Bank
Indiana
$219K +$10.7K +242 +5%
CAL
400
Capital Analysts LLC
Pennsylvania
$215K +$99.2K +2,241 +89%
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