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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
376
FLC Capital Advisors
California
$216K -$596K -20,324 -74%
LFG
377
Leverty Financial Group
Wisconsin
$215K -$44.2K -1,508 -17%
HNB
378
Huntington National Bank
Ohio
$215K – – –
MPW
379
MA Private Wealth
California
$214K +$209K +7,118 New
CPIG
380
Chicago Partners Investment Group
Illinois
$213K -$26.8K -916 -12%
PP
381
PDS Planning
Ohio
$211K +$206K +7,030 New
BIA
382
Bigelow Investment Advisors
Maine
$211K -$42K -1,433 -17%
FWP
383
Falcon Wealth Planning
California
$210K +$205K +6,996 New
MHB
384
Midwest Heritage Bank
Iowa
$207K -$30K -1,025 -13%
RW
385
Rede Wealth
Virginia
$205K +$200K +6,825 New
OCM
386
One Capital Management
California
$203K +$198K +6,764 New
FWP
387
Firethorn Wealth Partners
Georgia
$203K -$601K -20,516 -75%
TI
388
Trexquant Investment
Connecticut
$201K +$196K +6,696 New
FHA
389
Flagship Harbor Advisors
Massachusetts
$201K +$195K +6,670 New
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$200K +$195K +6,666 New
MFA
391
McClarren Financial Advisors
Pennsylvania
$191K +$24.4K +831 +15%
PAI
392
Pittenger & Anderson Inc
Nebraska
$182K +$14.4K +491 +9%
TIM
393
Tortoise Investment Management
New York
$174K +$25.6K +872 +18%
MIM
394
Macroview Investment Management
Maryland
$172K -$938 -32 -0.6%
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$160K – – –
BSB
396
Bangor Savings Bank
Maine
$158K – – –
CPG
397
Cornerstone Planning Group
New Jersey
$147K +$131K +4,478 New
BAM
398
Belpointe Asset Management
Nevada
$141K -$225K -7,669 -62%
CT
399
Cambridge Trust
Massachusetts
$138K -$98.6K -3,365 -42%
FC
400
Fiduciary Counselling
Minnesota
$136K -$14.1K -480 -10%
14 15
16
17 18