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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
426
Signet Financial Management
New Jersey
$212K -$4.24K -125 -2%
AP
427
Appleton Partners
Massachusetts
$212K +$12.5K +370 +6%
C
428
CEDRUS
Colorado
$209K -$169K -4,985 -44%
SCFS
429
S.C. Financial Services
Arizona
$208K -$410K -12,102 -65%
ST
430
Spinnaker Trust
Maine
$206K +$8.1K +239 +4%
CWP
431
CFM Wealth Partners
Texas
$206K +$216K +6,373 New
PP
432
PDS Planning
Ohio
$204K +$1.59K +47 +0.7%
WBG
433
Wharton Business Group
Pennsylvania
$204K +$214K +6,325 New
ICP
434
Interchange Capital Partners
Pennsylvania
$201K +$211K +6,230 New
WFAG
435
Wescott Financial Advisory Group
Pennsylvania
$200K +$210K +6,204 New
AR
436
Apeiron RIA
Texas
$193K +$573K +16,886 New
MAM
437
Meeder Asset Management
Ohio
$191K +$28.4K +839 +17%
HCA
438
Heck Capital Advisors
Wisconsin
$186K -$22.9K -674 -10%
EWA
439
EverSource Wealth Advisors
Alabama
$183K -$108K -3,188 -36%
CCM
440
Covington Capital Management
California
$183K – – –
EWA
441
EP Wealth Advisors
California
$177K -$239K -7,034 -56%
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$176K +$4.24K +125 +2%
GLLW
443
Graves Light Lenhart Wealth
Virginia
$174K -$75.2K -2,218 -29%
CT
444
Cambridge Trust
Massachusetts
$173K -$308K -9,086 -63%
BSB
445
Bangor Savings Bank
Maine
$170K +$178K +5,247 New
SC
446
Stephens Consulting
Michigan
$169K +$22.8K +673 +15%
FC
447
Fiduciary Counselling
Minnesota
$162K – – –
PAI
448
Pittenger & Anderson Inc
Nebraska
$153K -$13.3K -393 -8%
NL
449
NEPC LLC
Massachusetts
$134K -$6.99K -206 -5%
LWP
450
Lumature Wealth Partners
Georgia
$131K – – –
16 17
18
19 20