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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
451
PrairieView Partners
Minnesota
$17K +$16.3K +368 New
NL
452
NEPC LLC
Massachusetts
$16.2K +$14K +316 +735%
HFA
453
Hoover Financial Advisors
Pennsylvania
$16K – – –
FWP
454
FAS Wealth Partners
Kansas
$14K +$6.95K +157 +98%
CWM
455
Cranbrook Wealth Management
Michigan
$11K – – –
EIP
456
Ellis Investment Partners
Pennsylvania
$10K – – –
RIA
457
RPG Investment Advisory
California
$10K +$3.76K +85 +63%
AP
458
Atwood & Palmer
Missouri
$9K – – –
IHWM
459
Iron Horse Wealth Management
Iowa
$9K – – –
CCM
460
Cribstone Capital Management
Maine
$8K – – –
FI
461
FormulaFolio Investments
Michigan
$8K – – –
SSW
462
Smith Shellnut Wilson
Mississippi
$8K +$7.66K +173 New
AWM
463
Avior Wealth Management
Nebraska
$7K – – –
EW
464
Element Wealth
Mississippi
$6K – – –
NFSG
465
Newbridge Financial Services Group
Florida
$6K +$44 +1 +0.8%
HIA
466
Harbor Investment Advisory
Maryland
$6K +$4.61K +104 +289%
TIM
467
Tortoise Investment Management
New York
$5K +$221 +5 +5%
TAM
468
Tucker Asset Management
Colorado
$4.74K – – –
SWA
469
SOA Wealth Advisors
New York
$3K – – –
RFA
470
Reilly Financial Advisors
California
$1K – – –
JCM
471
Jacobi Capital Management
Pennsylvania
$1K +$930 +21 New
FRA
472
Front Row Advisors
California
$1K +$1.55K +35 New
WI
473
Wintrust Investments
Illinois
– -$2.87M -66,232 Closed
3AM
474
3EDGE Asset Management
Florida
– -$2.18M -50,270 Closed
4WM
475
4J Wealth Management
Virginia
– -$1.63M -37,562 Closed
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