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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
401
Larson Financial Group
Missouri
$318K +$26.4K +687 +9%
KFS
402
Kelly Financial Services
Massachusetts
$317K +$72.7K +1,894 +28%
CA
403
CoreCap Advisors
Michigan
$315K +$222K +5,783 +207%
GG
404
Gofen & Glossberg
Illinois
$314K +$61.4K +1,600 +23%
FA
405
Forefront Analytics
Pennsylvania
$308K – – –
B
406
Brightworth
Georgia
$305K -$42.5K -1,107 -12%
WSWA
407
Warren Street Wealth Advisors
California
$305K +$318K +8,291 New
MSA
408
Marino Stram & Associates
Massachusetts
$302K +$51.8K +1,348 +20%
CAMV
409
Concord Asset Management (Virginia)
Virginia
$301K +$32.3K +841 +11%
BIA
410
Bigelow Investment Advisors
Maine
$301K +$23.6K +615 +8%
CWM
411
Congress Wealth Management
Massachusetts
$300K +$21.6K +562 +7%
WIP
412
WealthCare Investment Partners
Rhode Island
$299K -$95.4K -2,484 -23%
PHIC
413
Pine Haven Investment Counsel
Massachusetts
$298K +$21.9K +570 +8%
APW
414
Austin Private Wealth
Texas
$297K +$48.8K +1,270 +19%
APP
415
Avantax Planning Partners
Iowa
$297K +$311K +8,090 New
MNG
416
Manning & Napier Group
New York
$286K – – –
EW
417
Evoke Wealth
California
$282K – – –
GLLW
418
Graves Light Lenhart Wealth
Virginia
$280K – – –
MWP
419
Moller Wealth Partners
$280K +$57.9K +1,508 +25%
RCWMU
420
Rothschild & Co Wealth Management (UK)
United Kingdom
$278K – – –
KWM
421
Kingsview Wealth Management
Oregon
$276K +$24.7K +644 +9%
KLI
422
Kelman-Lazarov Inc
Tennessee
$276K +$8.18K +213 +3%
TPCW
423
TD Private Client Wealth
New York
$276K -$13.4K -348 -4%
WFA
424
Wipfli Financial Advisors
Wisconsin
$275K +$288K +7,491 New
RIS
425
Retirement Income Solutions
Michigan
$275K +$288K +7,500 New
15 16
17
18 19