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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
376
My Legacy Advisors
Oregon
$287K +$310K +9,141 New
MSA
377
Marino Stram & Associates
Massachusetts
$284K +$19.5K +576 +7%
BO
378
BRR OpCo
Ohio
$280K +$59.2K +1,745 +25%
BIA
379
Bell Investment Advisors
California
$278K +$292K +8,597 New
WSWA
380
Warren Street Wealth Advisors
California
$276K +$8.78K +259 +3%
BAM
381
Baldrige Asset Management
Pennsylvania
$274K +$119K +3,524 +71%
AIA
382
Arbor Investment Advisors
North Carolina
$272K -$15.8K -465 -5%
BC
383
Bartlett & Co
Ohio
$271K +$57.7K +1,701 +25%
NYLIM
384
New York Life Investment Management
New York
$271K +$285K +8,395 New
BCWM
385
Bartlett & Co Wealth Management
Ohio
$271K +$57.7K +1,701 +25%
CAG
386
Csenge Advisory Group
Florida
$269K -$272K -8,009 -49%
KLI
387
Kelman-Lazarov Inc
Tennessee
$269K +$26.9K +792 +11%
BIA
388
Bigelow Investment Advisors
Maine
$267K +$2.2K +65 +0.8%
FA
389
Forefront Analytics
Pennsylvania
$266K -$4.44K -131 -2%
PAMG
390
Patton Albertson Miller Group
Tennessee
$264K -$164K -4,851 -37%
LFG
391
Leverty Financial Group
Wisconsin
$263K -$47.9K -1,414 -15%
PHIC
392
Pine Haven Investment Counsel
Massachusetts
$262K +$68 +2 +0%
AG
393
Ascent Group
Virginia
$261K -$139K -4,094 -33%
CWM
394
Cornerstone Wealth Management
Missouri
$261K -$35.7K -1,054 -12%
SFS
395
Security Financial Services
Indiana
$260K +$273K +8,057 New
KA
396
Kovack Advisors
Florida
$258K -$80.6K -2,376 -23%
MNG
397
Manning & Napier Group
New York
$255K – – –
CAL
398
Capital Analysts LLC
Pennsylvania
$253K +$85.9K +2,533 +48%
MWP
399
Moller Wealth Partners
$252K +$5.9K +174 +2%
CPP
400
Capasso Planning Partners
South Carolina
$252K +$13.1K +387 +5%
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