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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
451
J.W. Cole Advisors
Florida
$251K -$31.2K -597 -12%
OPWM
452
Oregon Pacific Wealth Management
Oregon
$250K -$68.5K -1,310 -22%
PAW
453
Plan A Wealth
Nebraska
$246K – – –
EI
454
EFG International
$243K +$130K +2,493 +127%
PFGIA
455
Patriot Financial Group Insurance Agency
Massachusetts
$241K -$302K -5,787 -57%
EFM
456
Eley Financial Management
Vermont
$241K -$15K -287 -6%
LFG
457
Leverty Financial Group
Wisconsin
$240K +$230K +4,393 New
GWP
458
Gen-Wealth Partners
Michigan
$240K -$30K -574 -12%
1SB
459
1ST Source Bank
Indiana
$239K -$3.03K -58 -1%
LW
460
Livet Wealth
Utah
$239K -$19.9K -381 -8%
DC
461
DeDora Capital
California
$239K +$228K +4,362 New
FTWA
462
Fifth Third Wealth Advisors
Ohio
$238K +$228K +4,359 New
MWM
463
MBE Wealth Management
Wisconsin
$237K -$39.4K -753 -15%
TWM
464
Tradition Wealth Management
Minnesota
$237K -$4.34K -83 -2%
DWM
465
DWR Wealth Management
California
$234K +$227K +4,336 New
SWM
466
SK Wealth Management
Rhode Island
$234K +$1.67K +32 +0.7%
SP
467
Symmetry Partners
Connecticut
$234K +$223K +4,272 New
FWM
468
Fingerlakes Wealth Management
New York
$232K +$222K +4,247 New
EPW
469
Endeavor Private Wealth
Kansas
$231K -$42.6K -815 -16%
WA
470
WBH Advisory
Maryland
$228K -$52.3K -1,001 -19%
SF
471
Summit Financial
New Jersey
$228K +$217K +4,161 New
LAA
472
Liberty Atlantic Advisors
Texas
$226K -$31.1K -595 -13%
IAS
473
Integrity Advisory Solutions
Texas
$225K +$215K +4,115 New
BFWM
474
Bright Futures Wealth Management
New York
$223K +$213K +4,075 New
VWA
475
VERITY Wealth Advisors
United States
$222K +$212K +4,062 New
17 18
19
20 21