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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
376
One Capital Management
California
$215K +$2.54K +80 +1%
AIM
377
Acropolis Investment Management
Missouri
$213K +$215K +6,782 New
BIA
378
Bigelow Investment Advisors
Maine
$213K -$7.26K -229 -3%
FANJ
379
Financial Architects (New Jersey)
New Jersey
$213K -$58.5K -1,847 -21%
AFG
380
ABLE Financial Group
Arizona
$209K +$210K +6,641 New
CA
381
CGN Advisors
Kansas
$206K +$208K +6,553 New
CPIG
382
Chicago Partners Investment Group
Illinois
$203K – – –
SG
383
Sharper & Granite
California
$203K +$204K +6,453 New
RCAG
384
Rehmann Capital Advisory Group
Michigan
$201K -$75.2K -2,372 -27%
CWP
385
CFM Wealth Partners
Texas
$201K +$202K +6,373 New
AP
386
Appleton Partners
Massachusetts
$200K +$201K +6,357 New
MFA
387
McClarren Financial Advisors
Pennsylvania
$199K -$158 -5 -0.1%
MBFW
388
Morton Brown Family Wealth
Pennsylvania
$199K -$69.4K -2,189 -26%
CCA
389
Column Capital Advisors
Indiana
$198K +$199K +6,290 New
TIM
390
Tortoise Investment Management
New York
$192K +$9.79K +309 +5%
PAI
391
Pittenger & Anderson Inc
Nebraska
$191K – – –
BSB
392
Bangor Savings Bank
Maine
$185K +$20K +632 +12%
IA
393
IFP Advisors
Florida
$177K -$678K -21,389 -81%
BAM
394
Belpointe Asset Management
Nevada
$174K +$26.7K +842 +18%
VWM
395
Venturi Wealth Management
Texas
$170K +$171K +5,387 New
SWM
396
Spire Wealth Management
Virginia
$166K +$70.6K +2,228 +74%
CIAS
397
Capital Investment Advisory Services
North Carolina
$159K -$287K -9,070 -64%
MIM
398
Macroview Investment Management
Maryland
$154K -$26K -822 -14%
CT
399
Cambridge Trust
Massachusetts
$147K +$2.31K +73 +2%
FC
400
Fiduciary Counselling
Minnesota
$142K – – –
14 15
16
17 18