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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
376
JMG Financial Group
Illinois
$374K +$112K +2,910 +40%
FANJ
377
Financial Architects (New Jersey)
New Jersey
$373K -$63.6K -1,657 -14%
CB
378
Community Bank
New York
$373K – – –
MHB
379
Midwest Heritage Bank
Iowa
$365K -$15.7K -409 -4%
TFO
380
Tarbox Family Office
California
$363K -$10.4K -270 -3%
VFIC
381
Valley Forge Investment Consultants
Pennsylvania
$362K +$378K +9,856 New
UL
382
Unionview LLC
Washington
$361K +$377K +9,819 New
HDIM
383
Hanson & Doremus Investment Management
Vermont
$360K – – –
APC
384
Aspire Private Capital
North Carolina
$355K -$7.53K -196 -2%
SI
385
Stephens Inc
Arkansas
$353K – – –
SFG
386
Sovereign Financial Group
Connecticut
$353K +$87.2K +2,271 +31%
LFG
387
Leverty Financial Group
Wisconsin
$352K +$362K +9,433 +6,247%
COCM
388
Charter Oak Capital Management
New Hampshire
$349K +$14.8K +385 +4%
CFG
389
Cooper Financial Group
California
$346K +$154 +4 +0%
LWAC
390
Laurel Wealth Advisors (California)
California
$339K +$355K +9,243 New
KCM
391
Karp Capital Management
California
$337K +$352K +9,166 New
CCFM
392
Clear Creek Financial Management
Washington
$336K -$259K -6,751 -42%
LA
393
Latitude Advisors
Florida
$336K +$119K +3,089 +51%
CWM
394
Cornerstone Wealth Management
Missouri
$335K -$80.8K -2,103 -19%
AA
395
Ancora Advisors
Ohio
$334K +$51.8K +1,348 +17%
OBWG
396
Onyx Bridge Wealth Group
New York
$332K -$25.6K -667 -6%
NAMM
397
NorthStar Asset Management (Massachusetts)
Massachusetts
$331K -$161K -4,200 -32%
MWP
398
Meridian Wealth Partners
Pennsylvania
$329K +$71.3K +1,857 +26%
AIA
399
Arbor Investment Advisors
North Carolina
$327K +$38 +1 +0%
EWA
400
EverSource Wealth Advisors
Alabama
$326K +$99.4K +2,588 +41%
14 15
16
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