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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
376
Great Diamond Partners
Maine
$324K +$12.1K +255 +4%
OBWG
377
Onyx Bridge Wealth Group
New York
$323K -$165K -3,494 -33%
RRA
378
Red Reef Advisors
Florida
$317K -$19.9K -421 -6%
CA
379
CoreCap Advisors
Michigan
$316K +$23.4K +495 +8%
SG
380
Sharper & Granite
California
$312K +$189 +4 +0.1%
OSAM
381
O'Shaughnessy Asset Management
Connecticut
$310K +$82.5K +1,745 +34%
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$306K -$25.3K -536 -7%
FCH
383
Freestone Capital Holdings
Washington
$303K – – –
CWP
384
CFM Wealth Partners
Texas
$303K – – –
FPFC
385
Financial Planning Fort Collins
Colorado
$302K -$2.51K -53 -0.9%
AWA
386
Aaron Wealth Advisors
Illinois
$301K -$95 -2 -0%
RPSA
387
Richard P. Slaughter Associates
Texas
$300K +$60.8K +1,286 +24%
AWM
388
Apollon Wealth Management
South Carolina
$298K -$83.5K -1,767 -21%
CFM
389
Cornerstone Financial Management
Massachusetts
$297K -$19.7K -416 -6%
PFM
390
Peak Financial Management
Massachusetts
$295K – – –
KFP
391
Keener Financial Planning
Texas
$293K +$21.2K +448 +7%
HFS
392
Hughes Financial Services
Virginia
$293K +$29.9K +632 +11%
CWL
393
Causey Wealth LLC
Colorado
$292K -$46.9K -991 -13%
VT
394
Vise Technologies
New York
$292K – – –
RIM
395
Ryan Investment Management
Colorado
$291K – – –
WWM
396
WT Wealth Management
Arizona
$290K -$55.4K -1,171 -16%
CASB
397
Cape Ann Savings Bank
Massachusetts
$289K +$47.1K +997 +19%
RWRC
398
R.W. Roge & Company
New York
$289K – – –
WFS
399
WealthGarden F.S.
California
$289K -$34.2K -724 -10%
VWM
400
Venturi Wealth Management
Texas
$287K +$51.4K +1,088 +21%
14 15
16
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