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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
401
Rossby Financial
Florida
$95.9K +$96K +2,756 New
SC
402
SouthState Corp
Florida
$91.1K +$90.7K +2,606 New
FC
403
Fiduciary Counselling
Minnesota
$87.9K – – –
FF
404
Finley Financial
Nevada
$84.8K – – –
MHR
405
Matthew Hamilton Rosenberg
$81.4K -$41.7K -1,197 -34%
JWA
406
JFS Wealth Advisors
Pennsylvania
$73.7K -$940 -27 -1%
CFD
407
Creative Financial Designs
Indiana
$73.5K -$1.67K -48 -2%
GC
408
Gould Capital
Washington
$68.6K +$3.41K +98 +5%
CMBA
409
C.M. Bidwell & Associates
Hawaii
$67.3K – – –
WA
410
WPG Advisers
Maryland
$66.7K – – –
4FG
411
4Thought Financial Group
New York
$66.5K -$1.57K -45 -2%
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$66.5K -$2.68K -77 -4%
BA
413
Bellwether Advisors
Nebraska
$65.7K – – –
M
414
MOTCO
Texas
$65.6K +$9.75K +280 +18%
TCOV
415
Trust Company of Vermont
Vermont
$64.4K +$9.89K +284 +18%
SIS
416
Sound Income Strategies
Florida
$63.5K – – –
WSFS
417
Wilmington Savings Fund Society
Delaware
$62.8K +$313 +9 +0.5%
GT
418
Glenmede Trust
Pennsylvania
$62.2K – – –
C
419
Covestor
United Kingdom
$59K +$5.54K +159 +10%
MFC
420
Morris Financial Concepts
South Carolina
$57.5K +$139 +4 +0.2%
W
421
WealthCollab
Washington
$54.6K – – –
SAM
422
Smartleaf Asset Management
Massachusetts
$50.3K +$46.3K +1,331 +1,256%
SWC
423
Spectrum Wealth Counsel
Indiana
$49K – – –
PS
424
Principal Securities
Iowa
$46.7K – – –
IA
425
IFP Advisors
Florida
$46.5K +$35.4K +1,017 +325%
15 16
17
18 19