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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
401
Capasso Planning Partners
South Carolina
$271K -$34.7K -786 -11%
MWM
402
Modern Wealth Management
Kansas
$270K +$270K +6,123 New
JC
403
JB Capital
Connecticut
$270K +$42.9K +972 +19%
SB
404
Strategic Blueprint
Georgia
$269K +$28K +634 +12%
MSA
405
Marino Stram & Associates
Massachusetts
$269K +$4.45K +101 +2%
MJRIC
406
Mogy Joel R Investment Counsel
California
$267K – – –
VW
407
Veridan Wealth
Oregon
$266K -$2.12K -48 -0.8%
GWP
408
Gateway Wealth Partners
Wisconsin
$266K +$265K +6,014 New
OPWM
409
Oregon Pacific Wealth Management
Oregon
$265K -$24.5K -556 -8%
KFP
410
Keener Financial Planning
Texas
$265K +$21.5K +488 +9%
FPFC
411
Financial Planning Fort Collins
Colorado
$265K +$264K +5,990 New
SWM
412
SK Wealth Management
Rhode Island
$265K -$119K -2,703 -33%
BIA
413
Bigelow Investment Advisors
Maine
$264K +$3.53K +80 +1%
CWM
414
Cranbrook Wealth Management
Michigan
$263K +$3.79K +86 +1%
CAAS
415
Capital Asset Advisory Services
Michigan
$262K +$249K +5,655 New
WA
416
WBH Advisory
Maryland
$261K +$47.5K +1,078 +22%
SMA
417
Sage Mountain Advisors
Georgia
$260K – – –
HFS
418
Hughes Financial Services
Virginia
$256K -$12.6K -285 -5%
AFM
419
Armstrong Fleming & Moore
District of Columbia
$255K +$1.5K +34 +0.6%
AWM
420
Axxcess Wealth Management
California
$250K +$249K +5,655 New
FFS
421
Founders Financial Securities
Maryland
$249K +$249K +5,642 New
WAL
422
W Advisors LLC
Tennessee
$249K -$8.64K -196 -3%
AWA
423
Asempa Wealth Advisors
Louisiana
$244K +$244K +5,526 New
BCWM
424
Bartlett & Co Wealth Management
Ohio
$244K – – –
HFA
425
High Falls Advisors
New York
$244K +$23.6K +535 +11%
15 16
17
18 19