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iShares ESG Aware MSCI EM ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
401
WealthGarden F.S.
California
$289K -$34.2K -724 -10%
VWM
402
Venturi Wealth Management
Texas
$287K +$51.4K +1,088 +21%
TWP
403
Tempus Wealth Planning
California
$285K – – –
KWM
404
Kingsview Wealth Management
Oregon
$282K -$12.1K -256 -4%
CPP
405
Capasso Planning Partners
South Carolina
$282K +$2.51K +53 +0.9%
FF
406
Financial Futures
New Jersey
$280K -$3.31K -70 -1%
MSA
407
Marino Stram & Associates
Massachusetts
$276K – – –
ST
408
Spinnaker Trust
Maine
$276K +$287K +6,073 New
GIA
409
Gladstone Institutional Advisory
Florida
$276K +$286K +6,059 New
MBFW
410
Morton Brown Family Wealth
Pennsylvania
$275K -$17.5K -371 -6%
MJRIC
411
Mogy Joel R Investment Counsel
California
$275K – – –
BIA
412
Bigelow Investment Advisors
Maine
$272K +$236 +5 +0.1%
AA
413
Armis Advisers
Georgia
$271K – – –
Tudor Investment Corp
414
Tudor Investment Corp
Connecticut
$271K -$21.3K -451 -7%
CWM
415
Cranbrook Wealth Management
Michigan
$271K – – –
FFS
416
Founders Financial Securities
Maryland
$269K -$3.36K -71 -1%
CAAS
417
Capital Asset Advisory Services
Michigan
$268K -$16.7K -354 -6%
OPWM
418
Oregon Pacific Wealth Management
Oregon
$268K -$5.67K -120 -2%
SMA
419
Sage Mountain Advisors
Georgia
$267K – – –
VW
420
Veridan Wealth
Oregon
$264K -$9.79K -207 -3%
AFM
421
Armstrong Fleming & Moore
District of Columbia
$263K – – –
EF
422
Empowered Funds
Pennsylvania
$261K +$271K +5,731 New
JC
423
JB Capital
Connecticut
$259K -$20.5K -433 -7%
FIM
424
Freedom Investment Management
Connecticut
$258K -$30.4K -643 -10%
SB
425
Strategic Blueprint
Georgia
$257K -$20.3K -429 -7%