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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
401
Institute for Wealth Management
Colorado
$272K -$1.37M -31,031 -83%
RL
402
Rogco LP
Oklahoma
$272K – – –
CPP
403
Capasso Planning Partners
South Carolina
$271K -$34.7K -786 -11%
MWM
404
Modern Wealth Management
Kansas
$270K +$270K +6,123 New
JC
405
JB Capital
Connecticut
$270K +$42.9K +972 +19%
SB
406
Strategic Blueprint
Georgia
$269K +$28K +634 +12%
MSA
407
Marino Stram & Associates
Massachusetts
$269K +$4.45K +101 +2%
MJRIC
408
Mogy Joel R Investment Counsel
California
$267K – – –
VW
409
Veridan Wealth
Oregon
$266K -$2.12K -48 -0.8%
GWP
410
Gateway Wealth Partners
Wisconsin
$266K +$265K +6,014 New
OPWM
411
Oregon Pacific Wealth Management
Oregon
$265K -$24.5K -556 -8%
KFP
412
Keener Financial Planning
Texas
$265K +$21.5K +488 +9%
FPFC
413
Financial Planning Fort Collins
Colorado
$265K +$264K +5,990 New
SWM
414
SK Wealth Management
Rhode Island
$265K -$119K -2,703 -33%
BIA
415
Bigelow Investment Advisors
Maine
$264K +$3.53K +80 +1%
CWM
416
Cranbrook Wealth Management
Michigan
$263K +$3.79K +86 +1%
CAAS
417
Capital Asset Advisory Services
Michigan
$262K +$249K +5,655 New
WA
418
WBH Advisory
Maryland
$261K +$47.5K +1,078 +22%
SMA
419
Sage Mountain Advisors
Georgia
$260K – – –
HFS
420
Hughes Financial Services
Virginia
$256K -$12.6K -285 -5%
AFM
421
Armstrong Fleming & Moore
District of Columbia
$255K +$1.5K +34 +0.6%
AWM
422
Axxcess Wealth Management
California
$250K +$249K +5,655 New
FFS
423
Founders Financial Securities
Maryland
$249K +$249K +5,642 New
WAL
424
W Advisors LLC
Tennessee
$249K -$8.64K -196 -3%
AWA
425
Asempa Wealth Advisors
Louisiana
$244K +$244K +5,526 New
15 16
17
18 19