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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
426
StoneX Group
New York
$214K -$188K -5,554 -46%
SFM
427
Signet Financial Management
New Jersey
$212K -$4.24K -125 -2%
AP
428
Appleton Partners
Massachusetts
$212K +$12.5K +370 +6%
C
429
CEDRUS
Colorado
$209K -$169K -4,985 -44%
SCFS
430
S.C. Financial Services
Arizona
$208K -$410K -12,102 -65%
ST
431
Spinnaker Trust
Maine
$206K +$8.1K +239 +4%
CWP
432
CFM Wealth Partners
Texas
$206K +$216K +6,373 New
PP
433
PDS Planning
Ohio
$204K +$1.59K +47 +0.7%
WBG
434
Wharton Business Group
Pennsylvania
$204K +$214K +6,325 New
ICP
435
Interchange Capital Partners
Pennsylvania
$201K +$211K +6,230 New
WFAG
436
Wescott Financial Advisory Group
Pennsylvania
$200K +$210K +6,204 New
AR
437
Apeiron RIA
Texas
$193K +$573K +16,886 New
MAM
438
Meeder Asset Management
Ohio
$191K +$28.4K +839 +17%
HCA
439
Heck Capital Advisors
Wisconsin
$186K -$22.9K -674 -10%
EWA
440
EverSource Wealth Advisors
Alabama
$183K -$108K -3,188 -36%
CCM
441
Covington Capital Management
California
$183K – – –
EWA
442
EP Wealth Advisors
California
$177K -$239K -7,034 -56%
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$176K +$4.24K +125 +2%
GLLW
444
Graves Light Lenhart Wealth
Virginia
$174K -$75.2K -2,218 -29%
CT
445
Cambridge Trust
Massachusetts
$173K -$308K -9,086 -63%
BSB
446
Bangor Savings Bank
Maine
$170K +$178K +5,247 New
SC
447
Stephens Consulting
Michigan
$169K +$22.8K +673 +15%
FC
448
Fiduciary Counselling
Minnesota
$162K – – –
PAI
449
Pittenger & Anderson Inc
Nebraska
$153K -$13.3K -393 -8%
NL
450
NEPC LLC
Massachusetts
$134K -$6.99K -206 -5%
16 17
18
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