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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
401
Wedbush Securities
California
$214K +$242K +7,748 New
EW
402
Evoke Wealth
California
$212K – – –
AWA
403
Aaron Wealth Advisors
Illinois
$210K -$148K -4,740 -38%
AWM
404
Apollon Wealth Management
South Carolina
$208K -$552K -17,703 -70%
KLI
405
Kelman-Lazarov Inc
Tennessee
$207K -$26.6K -852 -10%
DFA
406
DHK Financial Advisors
New Hampshire
$207K +$6.24K +200 +3%
SWM
407
Spire Wealth Management
Virginia
$205K -$358K -11,466 -61%
SAS
408
Sage Advisory Services
Texas
$204K +$11.4K +364 +5%
SP
409
Successful Portfolios
Florida
$204K +$13.4K +428 +6%
SIC
410
Sigma Investment Counselors
Michigan
$203K – – –
CCA
411
Cobblestone Capital Advisors
New York
$200K +$13.8K +444 +7%
SAM
412
Strategic Asset Management
Minnesota
$190K +$211K +6,757 +7,039%
EWA
413
EverSource Wealth Advisors
Alabama
$169K +$13.7K +438 +8%
HCA
414
Heck Capital Advisors
Wisconsin
$163K +$3.65K +117 +2%
MIM
415
Macroview Investment Management
Maryland
$159K -$292K -9,366 -62%
CCM
416
Covington Capital Management
California
$157K – – –
PAI
417
Pittenger & Anderson Inc
Nebraska
$154K +$25.5K +817 +17%
MFA
418
McClarren Financial Advisors
Pennsylvania
$153K +$173K +5,539 New
FA
419
Flagstar Advisors
New York
$152K +$171K +5,496 New
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$148K -$3.9K -125 -2%
BSB
421
Bangor Savings Bank
Maine
$145K – – –
BAM
422
Baldrige Asset Management
Pennsylvania
$144K -$101K -3,251 -38%
CF
423
Centaurus Financial
California
$143K +$161K +5,151 New
FC
424
Fiduciary Counselling
Minnesota
$138K – – –
TIM
425
Tortoise Investment Management
New York
$136K -$130K -4,165 -46%
15 16
17
18 19