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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
376
Aptus Capital Advisors
Alabama
$217K -$24.6K -784 -10%
RA
377
RFG Advisory
Alabama
$214K -$56.6K -1,804 -21%
CA
378
CGN Advisors
Kansas
$213K +$5.93K +189 +3%
SG
379
Sharper & Granite
California
$212K +$7.84K +250 +4%
AP
380
Appleton Partners
Massachusetts
$203K +$2.04K +65 +1%
RIS
381
Retirement Income Solutions
Michigan
$203K +$201K +6,414 New
MBFW
382
Morton Brown Family Wealth
Pennsylvania
$200K – – –
CCA
383
Column Capital Advisors
Indiana
$199K – – –
CT
384
Cambridge Trust
Massachusetts
$194K +$45.6K +1,453 +31%
TIM
385
Tortoise Investment Management
New York
$193K +$502 +16 +0.3%
SWM
386
Spire Wealth Management
Virginia
$185K +$18.4K +587 +11%
PAI
387
Pittenger & Anderson Inc
Nebraska
$182K -$9.1K -290 -5%
BSB
388
Bangor Savings Bank
Maine
$171K -$14.4K -460 -8%
VWM
389
Venturi Wealth Management
Texas
$167K -$3.8K -121 -2%
MIM
390
Macroview Investment Management
Maryland
$153K -$2.16K -69 -1%
FC
391
Fiduciary Counselling
Minnesota
$143K – – –
BFA
392
BBJS Financial Advisors
Washington
$137K +$972 +31 +0.7%
BAAM
393
Baker Avenue Asset Management
California
$133K +$3.8K +121 +3%
EWP
394
Elevation Wealth Partners
California
$132K +$565 +18 +0.4%
CSPIA
395
Cary Street Partners Investment Advisory
Virginia
$129K – – –
USB
396
Union Savings Bank
Connecticut
$126K +$118K +3,758 New
MFA
397
McClarren Financial Advisors
Pennsylvania
$121K -$78.7K -2,510 -39%
AC
398
AlphaCore Capital
California
$112K +$12.9K +410 +13%
VNA
399
Valley National Advisers
Pennsylvania
$111K +$6.56K +209 +6%
TRCT
400
Tower Research Capital (TRC)
New York
$96.3K +$83.7K +2,669 +712%
14 15
16
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