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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
376
Marino Stram & Associates
Massachusetts
$260K – – –
BFS
377
Bradley Foster & Sargent
Connecticut
$259K – – –
BIA
378
Bigelow Investment Advisors
Maine
$256K -$326 -8 -0.1%
SMA
379
Sage Mountain Advisors
Georgia
$255K +$240K +5,876 New
CWM
380
Cranbrook Wealth Management
Michigan
$255K – – –
WAL
381
W Advisors LLC
Tennessee
$253K – – –
CA
382
CoreCap Advisors
Michigan
$250K – – –
AFM
383
Armstrong Fleming & Moore
District of Columbia
$250K – – –
TF
384
Trek Financial
Arizona
$243K +$229K +5,606 New
BCWM
385
Bartlett & Co Wealth Management
Ohio
$240K – – –
KFP
386
Keener Financial Planning
Texas
$239K -$21.8K -535 -9%
SB
387
Strategic Blueprint
Georgia
$237K -$10.6K -261 -5%
VCP
388
Verus Capital Partners
Arizona
$237K +$367 +9 +0.2%
KWS
389
Keystone Wealth Services
California
$231K – – –
RPSA
390
Richard P. Slaughter Associates
Texas
$231K -$3.1K -76 -1%
VWM
391
Venturi Wealth Management
Texas
$227K -$8.32K -204 -4%
WWG
392
West Wealth Group
California
$224K – – –
TLFA
393
True Link Financial Advisors
California
$224K -$36.4K -892 -15%
JC
394
JB Capital
Connecticut
$224K +$210K +5,149 New
AG
395
Ascent Group
Virginia
$223K +$210K +5,146 New
CAG
396
Curtis Advisory Group
California
$223K – – –
EPW
397
Evergreen Private Wealth
Colorado
$222K -$15.3K -375 -7%
CIA
398
Concurrent Investment Advisors
Florida
$221K -$1.35K -33 -0.6%
KWM
399
Keebeck Wealth Management
Illinois
$221K +$208K +5,096 New
FA
400
Financial Alternatives
California
$219K -$19.9K -487 -9%
14 15
16
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