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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
401
Spinnaker Trust
Maine
$214K +$41.8K +1,340 +21%
WS
402
Wedbush Securities
California
$214K +$242K +7,748 New
EW
403
Evoke Wealth
California
$212K – – –
AWA
404
Aaron Wealth Advisors
Illinois
$210K -$148K -4,740 -38%
AWM
405
Apollon Wealth Management
South Carolina
$208K -$552K -17,703 -70%
KLI
406
Kelman-Lazarov Inc
Tennessee
$207K -$26.6K -852 -10%
DFA
407
DHK Financial Advisors
New Hampshire
$207K +$6.24K +200 +3%
SWM
408
Spire Wealth Management
Virginia
$205K -$358K -11,466 -61%
SAS
409
Sage Advisory Services
Texas
$204K +$11.4K +364 +5%
SP
410
Successful Portfolios
Florida
$204K +$13.4K +428 +6%
SIC
411
Sigma Investment Counselors
Michigan
$203K – – –
CCA
412
Cobblestone Capital Advisors
New York
$200K +$13.8K +444 +7%
SAM
413
Strategic Asset Management
Minnesota
$190K +$211K +6,757 +7,039%
EWA
414
EverSource Wealth Advisors
Alabama
$169K +$13.7K +438 +8%
HCA
415
Heck Capital Advisors
Wisconsin
$163K +$3.65K +117 +2%
MIM
416
Macroview Investment Management
Maryland
$159K -$292K -9,366 -62%
CCM
417
Covington Capital Management
California
$157K – – –
PAI
418
Pittenger & Anderson Inc
Nebraska
$154K +$25.5K +817 +17%
MFA
419
McClarren Financial Advisors
Pennsylvania
$153K +$173K +5,539 New
FA
420
Flagstar Advisors
New York
$152K +$171K +5,496 New
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$148K -$3.9K -125 -2%
BSB
422
Bangor Savings Bank
Maine
$145K – – –
BAM
423
Baldrige Asset Management
Pennsylvania
$144K -$101K -3,251 -38%
CF
424
Centaurus Financial
California
$143K +$161K +5,151 New
FC
425
Fiduciary Counselling
Minnesota
$138K – – –
15 16
17
18 19