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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
$241K -$40K -1,106 -15%
TWP
377
Tempus Wealth Planning
California
$241K +$223K +6,162 New
RL
378
Rogco LP
Oklahoma
$241K -$109 -3 -0%
KFP
379
Keener Financial Planning
Texas
$237K +$2.39K +66 +1%
TLFA
380
True Link Financial Advisors
California
$237K +$219K +6,047 New
MJRIC
381
Mogy Joel R Investment Counsel
California
$236K – – –
MSA
382
Marino Stram & Associates
Massachusetts
$234K +$2.14K +59 +1%
BFS
383
Bradley Foster & Sargent
Connecticut
$233K +$216K +5,961 New
BIA
384
Bigelow Investment Advisors
Maine
$231K – – –
KWM
385
Kingsview Wealth Management
Oregon
$230K -$3.22K -89 -1%
CWM
386
Cranbrook Wealth Management
Michigan
$230K – – –
WAL
387
W Advisors LLC
Tennessee
$229K -$12.6K -349 -6%
WFS
388
WealthGarden F.S.
California
$227K -$3.22K -89 -2%
CA
389
CoreCap Advisors
Michigan
$226K +$2.93K +81 +1%
AFM
390
Armstrong Fleming & Moore
District of Columbia
$225K +$208K +5,747 New
SB
391
Strategic Blueprint
Georgia
$224K -$40.4K -1,117 -16%
PFM
392
Peak Financial Management
Massachusetts
$223K +$206K +5,697 New
BFG
393
Buttonwood Financial Group
Missouri
$222K +$206K +5,685 New
FMN
394
Financial Management Network
California
$221K +$202K +5,589 New
FA
395
Financial Alternatives
California
$217K +$200K +5,530 New
BCWM
396
Bartlett & Co Wealth Management
Ohio
$216K – – –
RCWMU
397
Rothschild & Co Wealth Management (UK)
United Kingdom
$216K -$12.7K -350 -6%
EPW
398
Evergreen Private Wealth
Colorado
$215K -$45.1K -1,247 -18%
VCP
399
Verus Capital Partners
Arizona
$213K +$197K +5,438 New
VWM
400
Venturi Wealth Management
Texas
$212K +$196K +5,423 New
14 15
16
17 18