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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
426
Sage Advisory Services
Texas
$272K +$384 +10 +0.1%
CPP
427
Capasso Planning Partners
South Carolina
$272K +$25.4K +661 +10%
SCA
428
Spearhead Capital Advisors
Florida
$272K +$284K +7,403 New
AFP
429
Ausdal Financial Partners
Iowa
$271K +$85.4K +2,225 +43%
XF
430
XML Financial
Maryland
$271K +$284K +7,389 New
VC
431
Veracity Capital
Georgia
$270K +$33.6K +875 +14%
SIC
432
Sigma Investment Counselors
Michigan
$269K – – –
C
433
Certuity
Florida
$267K +$41.3K +1,075 +17%
BAAM
434
Baker Avenue Asset Management
California
$264K +$276K +7,175 New
AIM
435
Acropolis Investment Management
Missouri
$258K +$3.46K +90 +1%
BO
436
BRR OpCo
Ohio
$255K +$63.3K +1,648 +31%
FHA
437
Flagship Harbor Advisors
Massachusetts
$254K +$14.1K +367 +6%
HWM
438
Hohimer Wealth Management
Washington
$246K +$257K +6,699 New
BCWM
439
Bartlett & Co Wealth Management
Ohio
$245K +$256K +6,679 New
SFM
440
Signet Financial Management
New Jersey
$245K +$19.9K +518 +8%
BC
441
Bartlett & Co
Ohio
$245K +$256K +6,679 New
RCAG
442
Rehmann Capital Advisory Group
Michigan
$245K +$33.8K +879 +15%
CPIG
443
Chicago Partners Investment Group
Illinois
$244K +$32.4K +845 +13%
WWP
444
Waypoint Wealth Partners
California
$242K – – –
AWM
445
Alterna Wealth Management
Texas
$239K -$10.4K -270 -4%
DFA
446
DHK Financial Advisors
New Hampshire
$239K – – –
TWP
447
Transparent Wealth Partners
Arkansas
$239K +$250K +6,509 New
HCA
448
Heck Capital Advisors
Wisconsin
$237K -$13.8K -360 -5%
ODIJL
449
One Day In July LLC
Vermont
$234K +$244K +6,366 New
CCA
450
Cobblestone Capital Advisors
New York
$233K +$12.7K +330 +5%
16 17
18
19 20