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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
401
Capasso Planning Partners
South Carolina
$252K +$13.1K +387 +5%
EW
402
Evoke Wealth
California
$248K – – –
RW
403
Rede Wealth
Virginia
$246K -$367K -10,820 -59%
RCWMU
404
Rothschild & Co Wealth Management (UK)
United Kingdom
$244K – – –
TPCW
405
TD Private Client Wealth
New York
$242K -$1.29K -38 -0.5%
SCA
406
Spearhead Capital Advisors
Florida
$241K +$2.1K +62 +0.8%
BAAM
407
Baker Avenue Asset Management
California
$241K +$9.94K +293 +4%
CPIG
408
Chicago Partners Investment Group
Illinois
$240K – – –
PA
409
Planning Alternatives
Michigan
$239K +$57.6K +1,698 +30%
EGWAG
410
Elwood & Goetz Wealth Advisory Group
Georgia
$237K -$349K -10,302 -58%
PL
411
Plancorp LLC
Missouri
$237K -$117K -3,456 -32%
SIC
412
Sigma Investment Counselors
Michigan
$237K – – –
DFA
413
DHK Financial Advisors
New Hampshire
$235K +$26.1K +771 +12%
HWA
414
Heritage Wealth Advisors
Virginia
$235K +$138K +4,064 +127%
AFP
415
Ausdal Financial Partners
Iowa
$234K -$4.75K -140 -2%
ECG
416
Edge Capital Group
Georgia
$234K +$246K +7,254 New
VWM
417
Venturi Wealth Management
Texas
$230K -$1.17M -34,407 -83%
WIP
418
WealthCare Investment Partners
Rhode Island
$228K -$40.4K -1,192 -14%
SAS
419
Sage Advisory Services
Texas
$226K -$14K -413 -6%
WWM
420
WT Wealth Management
Arizona
$226K +$39.8K +1,173 +20%
FCM
421
Fortis Capital Management
Washington
$226K +$237K +7,003 New
SP
422
Successful Portfolios
Florida
$225K -$207K -6,112 -47%
FHA
423
Flagship Harbor Advisors
Massachusetts
$221K -$2.1K -62 -0.9%
CCA
424
Cobblestone Capital Advisors
New York
$219K +$14.8K +436 +7%
OCM
425
One Capital Management
California
$217K +$13.9K +410 +6%
15 16
17
18 19