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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
376
Crabel Capital Management
California
$309K +$321K +7,785 New
AA
377
Ancora Advisors
Ohio
$308K +$47.8K +1,160 +18%
VAS
378
Vestmark Advisory Solutions
Massachusetts
$307K -$36.4K -884 -10%
EW
379
Evoke Wealth
California
$305K – – –
GLLW
380
Graves Light Lenhart Wealth
Virginia
$303K – – –
AA
381
Addison Advisors
Vermont
$302K -$507K -12,301 -62%
BIA
382
Bigelow Investment Advisors
Maine
$302K -$17.1K -415 -5%
CWM
383
Congress Wealth Management
Massachusetts
$302K +$314K +7,605 New
RCWMU
384
Rothschild & Co Wealth Management (UK)
United Kingdom
$301K – – –
PHIC
385
Pine Haven Investment Counsel
Massachusetts
$299K +$310K +7,531 New
PA
386
Parallel Advisors
California
$297K -$110K -2,657 -26%
FTUS
387
Flow Traders U.S.
New York
$296K +$307K +7,457 New
SAS
388
Sage Advisory Services
Texas
$294K +$46K +1,115 +18%
OFP
389
OLIO Financial Planning
Virginia
$293K +$303K +7,360 New
CAMV
390
Concord Asset Management (Virginia)
Virginia
$293K +$304K +7,367 New
SIC
391
Sigma Investment Counselors
Michigan
$292K – – –
BIA
392
Bell Investment Advisors
California
$292K +$87.8K +2,129 +41%
SFG
393
Sovereign Financial Group
Connecticut
$292K +$303K +7,342 New
KLI
394
Kelman-Lazarov Inc
Tennessee
$291K +$57K +1,382 +23%
JFG
395
JMG Financial Group
Illinois
$289K -$238K -5,776 -44%
DT
396
Diversified Trust
Tennessee
$289K +$24.9K +605 +9%
AGA
397
Arkos Global Advisors
Texas
$282K +$1.9K +46 +0.7%
MWP
398
Meridian Wealth Partners
Pennsylvania
$282K +$66.6K +1,616 +30%
D
399
Dentgroup
Louisiana
$282K +$292K +7,086 New
GG
400
Gofen & Glossberg
Illinois
$277K +$287K +6,960 New
14 15
16
17 18