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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
451
One Capital Management
California
$232K +$13.7K +356 +6%
PP
452
PDS Planning
Ohio
$231K -$422 -11 -0.2%
3LCM
453
3D/L Capital Management
Connecticut
$230K +$240K +6,263 New
AP
454
Appleton Partners
Massachusetts
$227K +$7.3K +190 +3%
ST
455
Spinnaker Trust
Maine
$226K +$25.6K +667 +12%
FA
456
Financial Advisors
Massachusetts
$223K – – –
WWG
457
West Wealth Group
California
$219K +$230K +5,977 New
1SB
458
1ST Source Bank
Indiana
$217K +$227K +5,901 New
WWM
459
WT Wealth Management
Arizona
$214K +$7.37K +192 +3%
SEIA
460
Signature Estate & Investment Advisors
California
$214K +$13.1K +342 +6%
PA
461
Planning Alternatives
Michigan
$209K +$15.7K +410 +8%
CCM
462
Covington Capital Management
California
$208K – – –
FEG
463
Fund Evaluation Group
Ohio
$207K – – –
GSWM
464
Golden State Wealth Management
California
$206K -$114K -2,973 -35%
CIC
465
Carnegie Investment Counsel
Ohio
$204K -$42.2K -1,100 -17%
CTA
466
Chesley Taft & Associates
Illinois
$204K -$38.4K -1,000 -15%
TA
467
TrueWealth Advisors
Alabama
$204K – – –
TIM
468
Tortoise Investment Management
New York
$204K +$65.6K +1,708 +44%
PC
469
Pecaut & Co
Iowa
$203K +$13.5K +351 +7%
DWP
470
Destiny Wealth Partners
Florida
$200K -$16K -417 -7%
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$196K -$11.2K -291 -5%
BAM
472
Belpointe Asset Management
Nevada
$195K +$16.4K +427 +9%
CAL
473
Capital Analysts LLC
Pennsylvania
$194K +$13.4K +349 +7%
PAI
474
Pittenger & Anderson Inc
Nebraska
$189K -$2.07K -54 -1%
MAM
475
Meeder Asset Management
Ohio
$186K -$130K -3,392 -40%
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