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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
376
Financial Advisors
Massachusetts
$252K – – –
SFM
377
Signet Financial Management
New Jersey
$252K +$16.5K +387 +7%
PGA
378
Portland Global Advisors
Maine
$248K +$5.77K +135 +2%
OBWG
379
Onyx Bridge Wealth Group
New York
$248K +$248K +5,799 New
RCAG
380
Rehmann Capital Advisory Group
Michigan
$248K -$53.6K -1,254 -17%
IAN
381
Integrated Advisors Network
Texas
$247K -$20.9K -490 -8%
KLI
382
Kelman-Lazarov Inc
Tennessee
$246K +$30.5K +714 +14%
AP
383
Appleton Partners
Massachusetts
$243K +$251K +5,862 New
WCWM
384
Willow Creek Wealth Management
California
$242K – – –
LWP
385
Lumature Wealth Partners
Georgia
$241K -$35.7K -836 -13%
MSFS
386
Main Street Financial Solutions
Pennsylvania
$239K +$5.6K +131 +2%
3LCM
387
3D/L Capital Management
Connecticut
$237K -$89.1K -2,084 -27%
CCM
388
Covington Capital Management
California
$234K – – –
FEG
389
Fund Evaluation Group
Ohio
$234K – – –
CCA
390
Cobblestone Capital Advisors
New York
$229K +$513 +12 +0.2%
MWP
391
Meridian Wealth Partners
Pennsylvania
$227K -$4.01M -93,863 -94%
WCFA
392
Walkner Condon Financial Advisors
Wisconsin
$220K -$12.3K -287 -5%
ST
393
Spinnaker Trust
Maine
$220K +$18.4K +430 +9%
BAM
394
Baldrige Asset Management
Pennsylvania
$217K +$41.5K +971 +23%
BIA
395
Bell Investment Advisors
California
$216K +$223K +5,206 New
MCWS
396
McKinley Carter Wealth Services
West Virginia
$211K -$2.56K -60 -1%
PP
397
PDS Planning
Ohio
$210K – – –
1SB
398
1ST Source Bank
Indiana
$209K +$7.86K +184 +4%
SEIA
399
Signature Estate & Investment Advisors
California
$209K +$215K +5,041 New
HA
400
Harborview Advisors
Maine
$208K +$215K +5,027 New
14 15
16
17 18