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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
RL
376
Rogco LP
Oklahoma
$215K +$30.8K +885 +17%
MJRIC
377
Mogy Joel R Investment Counsel
California
$211K +$210K +6,037 New
WBG
378
Wharton Business Group
Pennsylvania
$209K -$275K -7,890 -57%
KFP
379
Keener Financial Planning
Texas
$209K – – –
KWM
380
Kingsview Wealth Management
Oregon
$209K -$3.87K -111 -2%
NC
381
Napatree Capital
Rhode Island
$208K +$208K +5,961 New
S
382
SignatureFD
Georgia
$207K +$70.6K +2,026 +52%
MSA
383
Marino Stram & Associates
Massachusetts
$207K +$206K +5,920 New
BIA
384
Bigelow Investment Advisors
Maine
$206K -$18.7K -538 -8%
RCWMU
385
Rothschild & Co Wealth Management (UK)
United Kingdom
$205K -$107K -3,065 -34%
VW
386
Veridan Wealth
Oregon
$205K -$77.6K -2,228 -28%
CWM
387
Cranbrook Wealth Management
Michigan
$205K +$3.27K +94 +2%
WFS
388
WealthGarden F.S.
California
$205K +$204K +5,854 New
CA
389
CoreCap Advisors
Michigan
$199K +$10.1K +290 +5%
BCWM
390
Bartlett & Co Wealth Management
Ohio
$193K – – –
AC
391
AlphaCore Capital
California
$193K +$192K +5,524 New
PP
392
PrairieView Partners
Minnesota
$167K -$3.1K -89 -2%
SFGP
393
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$158K -$15.6K -448 -9%
PP
394
Prudential plc
United Kingdom
$150K +$150K +4,300 New
FHA
395
First Horizon Advisors
Tennessee
$148K -$13.5K -389 -8%
BSB
396
Bangor Savings Bank
Maine
$135K +$2.82K +81 +2%
GWP
397
Gen-Wealth Partners
Michigan
$135K -$2.54K -73 -2%
USB
398
Union Savings Bank
Connecticut
$125K -$22.6K -649 -15%
DWS
399
Dynamic Wealth Strategies
California
$123K +$122K +3,514 New
AAP
400
Arax Advisory Partners
Colorado
$122K +$121K +3,489 New
14 15
16
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