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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
OPF
426
Old Peak Finance
North Carolina
$279K +$941 +18 +0.4%
KWM
427
Keebeck Wealth Management
Illinois
$278K – – –
AA
428
Armis Advisers
Georgia
$276K +$1.88K +36 +0.7%
FF
429
Francis Financial
$275K +$263K +5,025 New
BWL
430
Bogart Wealth LLC
Virginia
$274K -$2.25K -43 -0.8%
CC
431
Courier Capital
New York
$272K -$35.8K -685 -12%
VW
432
Veridan Wealth
Oregon
$272K -$44.1K -844 -15%
OG
433
Odyssey Group
Pennsylvania
$271K +$259K +4,961 New
EWA
434
Etesian Wealth Advisors
Oregon
$271K +$5.7K +109 +2%
RF
435
Rossby Financial
Florida
$270K -$1.78K -34 -0.7%
TW
436
Traveka Wealth
California
$269K -$16.8K -321 -6%
ACM
437
Armbruster Capital Management
New York
$268K -$5.23K -100 -2%
PA
438
PFG Advisors
Arizona
$265K -$18K -344 -7%
GIA
439
Gladstone Institutional Advisory
Florida
$265K -$63.6K -1,217 -20%
EWM
440
Elmwood Wealth Management
California
$263K – – –
VCP
441
Verus Capital Partners
Arizona
$262K +$575 +11 +0.2%
PA
442
Planning Alternatives
Michigan
$262K -$1.73K -33 -0.7%
CWP
443
CFM Wealth Partners
Texas
$259K -$100K -1,914 -29%
HFO
444
Heritage Family Offices
Arizona
$259K +$247K +4,733 New
PEWA
445
Pacific Excel Wealth Advisors
California
$259K +$247K +4,733 New
BSB
446
Bangor Savings Bank
Maine
$257K +$4.76K +91 +2%
VNA
447
Valley National Advisers
Pennsylvania
$255K -$314 -6 -0.1%
WFAG
448
Worth Financial Advisory Group
North Carolina
$255K +$243K +4,659 New
LPAM
449
Lodestar Private Asset Management
California
$253K -$5.59K -107 -2%
TLFA
450
True Link Financial Advisors
California
$252K -$22.5K -430 -9%
16 17
18
19 20