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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
401
BBJS Financial Advisors
Washington
$135K -$6.34K -200 -4%
EWP
402
Elevation Wealth Partners
California
$131K +$132K +4,170 New
BAAM
403
Baker Avenue Asset Management
California
$128K +$8.56K +270 +7%
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$128K – – –
CFD
405
Creative Financial Designs
Indiana
$118K -$317 -10 -0.3%
VNA
406
Valley National Advisers
Pennsylvania
$102K +$2.09K +66 +2%
AC
407
AlphaCore Capital
California
$98.5K -$3.33K -105 -3%
AAS
408
Ameritas Advisory Services
Nebraska
$96.4K +$98.1K +3,095 New
BC
409
Bartlett & Co
Ohio
$91K – – –
BCWM
410
Bartlett & Co Wealth Management
Ohio
$90.5K – – –
TCOV
411
Trust Company of Vermont
Vermont
$88.3K +$1.14K +36 +1%
CMBA
412
C.M. Bidwell & Associates
Hawaii
$86.1K +$20.7K +653 +31%
BAM
413
Baldrige Asset Management
Pennsylvania
$85K +$3.87K +122 +5%
SWM
414
Sugarloaf Wealth Management
Georgia
$81.4K +$25.3K +797 +45%
C
415
Covestor
United Kingdom
$80K -$26K -822 -24%
CA
416
Clearstead Advisors
Ohio
$73.3K – – –
PCMC
417
Private Capital Management (Colorado)
Colorado
$68.2K +$68.7K +2,167 New
OC
418
Oakworth Capital
Alabama
$63.1K – – –
LJHT
419
Laurie J. Hall Trustee
$63K +$63.4K +2,000 New
FCA
420
FinTrust Capital Advisors
South Carolina
$61K – – –
WTC
421
WhitTier Trust Company
Nevada
$60.2K -$570 -18 -0.9%
SS
422
Sunbelt Securities
Texas
$60.2K +$60.5K +1,910 New
BWS
423
Buck Wealth Strategies
Colorado
$59K +$39.5K +1,248 New
BTI
424
Blue Trust Inc
Georgia
$57K -$1.88M -59,434 -97%
GT
425
Glenmede Trust
Pennsylvania
$56.3K +$55.8K +1,762 +6,777%
15 16
17
18 19