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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
401
Venturi Wealth Management
Texas
$212K +$196K +5,423 New
RPSA
402
Richard P. Slaughter Associates
Texas
$211K -$125K -3,465 -39%
JSW
403
Journey Strategic Wealth
New Jersey
$208K -$107K -2,953 -36%
KWS
404
Keystone Wealth Services
California
$208K +$192K +5,314 New
SXL
405
Summit X LLC
Missouri
$207K +$191K +5,272 New
RWRC
406
R.W. Roge & Company
New York
$206K +$191K +5,276 New
WWG
407
West Wealth Group
California
$205K +$185K +5,121 New
ST
408
Spinnaker Trust
Maine
$204K +$189K +5,219 New
BBW
409
Blue Barn Wealth
Utah
$203K +$188K +5,181 New
CAG
410
Curtis Advisory Group
California
$201K +$186K +5,135 New
MWM
411
MBE Wealth Management
Wisconsin
$201K +$186K +5,134 New
WIM
412
WealthPlan Investment Management
Nebraska
$201K +$186K +5,132 New
ML
413
McAdam LLC
Pennsylvania
$201K +$186K +5,131 New
CIA
414
Concurrent Investment Advisors
Florida
$201K +$186K +5,129 New
PP
415
PrairieView Partners
Minnesota
$186K -$1.77K -49 -1%
GWP
416
Gen-Wealth Partners
Michigan
$153K +$2.21K +61 +2%
BSB
417
Bangor Savings Bank
Maine
$151K – – –
AWM
418
AE Wealth Management
Kansas
$145K -$105K -2,889 -44%
VNA
419
Valley National Advisers
Pennsylvania
$142K +$5.65K +156 +4%
USB
420
Union Savings Bank
Connecticut
$138K -$3.26K -90 -3%
DWS
421
Dynamic Wealth Strategies
California
$138K – – –
ACA
422
American Capital Advisory
Idaho
$129K +$72 +2 +0.1%
S
423
SignatureFD
Georgia
$116K -$108K -2,975 -50%
SC
424
SouthState Corp
Florida
$110K +$7.24K +200 +8%
FC
425
Fiduciary Counselling
Minnesota
$98.5K – – –
15 16
17
18 19