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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
451
Pittenger & Anderson Inc
Nebraska
$207K +$13.6K +331 +7%
PC
452
Pecaut & Co
Iowa
$206K +$214K +5,180 New
TA
453
TrueWealth Advisors
Alabama
$204K -$47K -1,140 -18%
AFP
454
Ausdal Financial Partners
Iowa
$204K +$212K +5,142 New
FC
455
Fiduciary Counselling
Minnesota
$199K – – –
CAL
456
Capital Analysts LLC
Pennsylvania
$197K +$11.7K +284 +6%
BAM
457
Belpointe Asset Management
Nevada
$195K -$51.9K -1,260 -21%
LWP
458
Lumature Wealth Partners
Georgia
$173K -$59.8K -1,450 -25%
NL
459
NEPC LLC
Massachusetts
$170K +$147K +3,566 +506%
SC
460
Stephens Consulting
Michigan
$168K +$174K +4,223 New
TIM
461
Tortoise Investment Management
New York
$153K – – –
C
462
Covestor
United Kingdom
$133K +$138K +3,346 New
MBFW
463
Morton Brown Family Wealth
Pennsylvania
$130K +$135K +3,274 New
LC
464
Lindbrook Capital
California
$124K +$128K +3,111 New
CMBA
465
C.M. Bidwell & Associates
Hawaii
$118K +$44K +1,068 +56%
ACM
466
Absolute Capital Management
Pennsylvania
$113K +$117K +2,833 New
MP
467
McDonald Partners
Ohio
$113K +$117K +2,833 New
CWA
468
Clearview Wealth Advisors
Oregon
$112K +$3.17K +77 +3%
CA
469
CoreCap Advisors
Michigan
$111K +$115K +2,792 New
TF
470
TimeScale Financial
Massachusetts
$110K +$63.2K +1,532 +123%
VNA
471
Valley National Advisers
Pennsylvania
$109K +$20.4K +496 +22%
CA
472
Cornerstone Advisory
Maryland
$106K +$110K +2,670 New
PP
473
Prosperity Planning
Missouri
$104K – – –
EC
474
Estate Counselors
Wisconsin
$104K +$109K +2,640 New
ACA
475
Aptus Capital Advisors
Alabama
$100K +$3.46K +84 +3%
17 18
19
20 21