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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
426
Ten Capital Wealth Advisors
Washington
$66K – – –
SFPG
427
Stonebridge Financial Planning Group
Florida
$61K – – –
BAM
428
Barrett Asset Management
New York
$53K +$51.5K +1,163 New
FFA
429
Founders Financial Alliance
North Carolina
$52K – – –
GWM
430
Geneos Wealth Management
Colorado
$51K -$204K -4,606 -80%
RIM
431
Rockbridge Investment Management
New York
$51K – – –
VNA
432
Valley National Advisers
Pennsylvania
$51K +$2.66K +60 +6%
BCPWM
433
Bradley & Co Private Wealth Management
Florida
$49K – – –
MA
434
MUFG Americas
New York
$49K +$24.9K +562 +106%
HPC
435
HM Payson & Co
Maine
$48K -$6.42K -145 -12%
BWL
436
Bogart Wealth LLC
Virginia
$46K +$10.1K +228 +29%
TFS
437
TrustCore Financial Services
Tennessee
$46K +$40.5K +915 +832%
BCM
438
Bourgeon Capital Management
Connecticut
$44K +$10.4K +236 +32%
TF
439
TimeScale Financial
Massachusetts
$38K +$177 +4 +0.5%
BA
440
Bellwether Advisors
Nebraska
$38K +$25.1K +567 +203%
AIP
441
Ameritas Investment Partners
Nebraska
$34K – – –
S
442
SignatureFD
Georgia
$33K – – –
BBHC
443
Brown Brothers Harriman & Co
New York
$31K – – –
EWM
444
Elmwood Wealth Management
California
$28K – – –
4FG
445
4Thought Financial Group
New York
$26K – – –
AF
446
Allworth Financial
California
$26K – – –
BMD
447
Better Money Decisions
New Mexico
$20K – – –
CFFP
448
Center for Financial Planning
Michigan
$19K – – –
BC
449
Burleson & Co
California
$19K +$18.2K +411 New
GA
450
GoalVest Advisory
New York
$18K +$17.8K +401 New
16 17
18
19 20