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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
376
Quadrant Private Wealth Management
Pennsylvania
$205K -$43.8K -1,419 -18%
MSA
377
Marino Stram & Associates
Massachusetts
$203K -$59.6K -1,932 -23%
PFM
378
Peak Financial Management
Massachusetts
$203K +$195K +6,320 New
EGWAG
379
Elwood & Goetz Wealth Advisory Group
Georgia
$201K +$193K +6,267 New
AGWCA
380
Annis Gardner Whiting Capital Advisors
Florida
$195K +$1.29K +42 +0.7%
EPW
381
Evergreen Private Wealth
Colorado
$182K +$175K +5,688 New
KFP
382
Keener Financial Planning
Texas
$175K +$169K +5,469 New
BWL
383
Bogart Wealth LLC
Virginia
$161K +$23.4K +760 +18%
BFA
384
BBJS Financial Advisors
Washington
$150K +$2.81K +91 +2%
PP
385
PrairieView Partners
Minnesota
$145K +$6.23K +202 +5%
B
386
Birchbrook
Maine
$142K +$137K +4,439 New
MIM
387
Macroview Investment Management
Maryland
$142K -$12.4K -403 -8%
TRCT
388
Tower Research Capital (TRC)
New York
$140K +$129K +4,177 +2,089%
PS
389
Principal Securities
Iowa
$135K +$130K +4,226 New
BSB
390
Bangor Savings Bank
Maine
$132K -$22.3K -723 -15%
MHR
391
Matthew Hamilton Rosenberg
$132K -$71.8K -2,327 -36%
FC
392
Fiduciary Counselling
Minnesota
$127K -$16.9K -547 -12%
MFA
393
McClarren Financial Advisors
Pennsylvania
$126K +$2.31K +75 +2%
USB
394
Union Savings Bank
Connecticut
$125K +$3.86K +125 +3%
SWM
395
Spire Wealth Management
Virginia
$124K -$39.7K -1,286 -24%
VNA
396
Valley National Advisers
Pennsylvania
$122K +$11.9K +387 +11%
EWP
397
Elevation Wealth Partners
California
$122K – – –
VWM
398
Venturi Wealth Management
Texas
$117K -$14.9K -482 -12%
AC
399
AlphaCore Capital
California
$113K – – –
ACA
400
American Capital Advisory
Idaho
$110K +$106K +3,428 New
14 15
16
17 18