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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
426
Oakworth Capital
Alabama
$60.3K – – –
WTC
427
WhitTier Trust Company
Nevada
$58K – – –
S
428
SignatureFD
Georgia
$56.6K +$21K +717 +61%
SWM
429
Sugarloaf Wealth Management
Georgia
$53.8K – – –
KTC
430
Kistler-Tiffany Companies
Pennsylvania
$51.6K – – –
OLVIG
431
Oliver Lagore Vanvalin Investment Group
Michigan
$49.8K -$35.3K -1,204 -42%
PP
432
PrairieView Partners
Minnesota
$47K – – –
M
433
MOTCO
Texas
$42.2K – – –
NFSG
434
Newbridge Financial Services Group
Florida
$41.5K +$234 +8 +0.6%
LWP
435
Lumature Wealth Partners
Georgia
$39.6K -$47.2K -1,612 -55%
BCM
436
Bourgeon Capital Management
Connecticut
$36.9K – – –
BFPW
437
BOK Financial Private Wealth
Colorado
$36.3K -$488K -16,643 -93%
GC
438
Gould Capital
Washington
$36.3K +$2.7K +92 +8%
IGWM
439
ICA Group Wealth Management
Colorado
$35.3K +$34.3K +1,171 New
EWA
440
EverSource Wealth Advisors
Alabama
$35K -$145K -4,943 -81%
SMA
441
Sage Mountain Advisors
Georgia
$33.3K +$32.5K +1,109 New
PWMA
442
Pension & Wealth Management Advisors
Massachusetts
$32.4K +$31.6K +1,077 New
FCA
443
Fortis Capital Advisors
Kansas
$32.2K +$31.4K +1,070 New
APC
444
Aspire Private Capital
North Carolina
$31.2K -$221K -7,535 -88%
LAM
445
Lakewood Asset Management
Illinois
$31K +$29.7K +1,015 New
KHC
446
Koesten Hirschmann & Crabtree
Kansas
$30.8K +$30K +1,025 New
MPCL
447
My Personal CFO LLC
Washington
$30.3K +$29.5K +1,007 New
MIA
448
Milestone Investment Advisors
Wisconsin
$30.1K +$29.3K +1,000 New
FDCDDQ
449
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.8K -$7.62K -260 -22%
ACA
450
Aptus Capital Advisors
Alabama
$26.4K -$71.6K -2,442 -74%
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