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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
401
McAdam LLC
Pennsylvania
$218K -$4.33K -106 -2%
HPM
402
Hoxton Planning & Management
West Virginia
$218K +$205K +5,023 New
BBVA
403
Banco Bilbao Vizcaya Argentaria
Spain
$217K +$204K +5,000 New
HFA
404
High Falls Advisors
New York
$216K +$203K +4,984 New
WBG
405
Wharton Business Group
Pennsylvania
$213K +$200K +4,895 New
FCM
406
Fire Capital Management
California
$212K +$199K +4,888 New
WIM
407
WealthPlan Investment Management
Nebraska
$210K -$12.2K -298 -6%
WA
408
WBH Advisory
Maryland
$210K +$197K +4,830 New
BBW
409
Blue Barn Wealth
Utah
$209K -$15.1K -370 -7%
ACM
410
Armbruster Capital Management
New York
$208K +$196K +4,800 New
EFM
411
Eley Financial Management
Vermont
$208K +$196K +4,800 New
VFA
412
Valeo Financial Advisors
Indiana
$208K +$196K +4,796 New
FCIM
413
Fairview Capital Investment Management
California
$206K +$194K +4,750 New
TFA
414
TPG Financial Advisors
Oregon
$205K +$193K +4,724 New
VAF
415
Values Added Financial
District of Columbia
$205K +$192K +4,710 New
SPAS
416
Spectrum Planning & Advisory Services
California
$202K +$190K +4,648 New
DI
417
DDFG Inc
California
$200K +$188K +4,616 New
AWM
418
AE Wealth Management
Kansas
$198K +$35.4K +867 +23%
MNA
419
Manning & Napier Advisors
New York
$181K +$170K +4,165 New
VNA
420
Valley National Advisers
Pennsylvania
$178K +$19.5K +477 +13%
BSB
421
Bangor Savings Bank
Maine
$175K +$7.47K +183 +5%
GWP
422
Gen-Wealth Partners
Michigan
$175K +$5.02K +123 +3%
DWS
423
Dynamic Wealth Strategies
California
$153K – – –
ACA
424
American Capital Advisory
Idaho
$135K -$7.47K -183 -6%
RFP
425
Root Financial Partners
California
$134K +$126K +3,084 New
15 16
17
18 19