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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
451
Founders Financial Alliance
North Carolina
$23.7K -$63.5K -1,800 -72%
GWM
452
Geneos Wealth Management
Colorado
$23.6K +$1.09K +31 +5%
T
453
Transce3nd
Texas
$22.5K +$23.8K +674 New
FWP
454
FAS Wealth Partners
Kansas
$22.3K +$1.55K +44 +7%
BFPW
455
BOK Financial Private Wealth
Colorado
$22K – – –
PB
456
Pinnacle Bancorp
Nebraska
$21.5K – – –
WCM
457
Winthrop Capital Management
Indiana
$21K – – –
CAM
458
Clarity Asset Management
Iowa
$18.9K +$282 +8 +1%
SS
459
Sunbelt Securities
Texas
$17.6K -$1.41K -40 -7%
FW
460
Fairway Wealth
Ohio
$16.7K +$282 +8 +2%
TCM
461
TD Capital Management
Tennessee
$14.5K +$212 +6 +1%
CAWM
462
Capital A Wealth Management
Pennsylvania
$14.5K +$15.3K +435 New
CFFP
463
Center for Financial Planning
Michigan
$14.2K – – –
OC
464
Oarsman Capital
Wisconsin
$13.3K +$9.67K +274 +219%
CA
465
Crewe Advisors
Utah
$12.9K – – –
AA
466
Ancora Advisors
Ohio
$12.8K -$10.2K -289 -43%
WCM
467
WealthTrak Capital Management
Virginia
$12.8K +$13.5K +384 New
CFO
468
CVA Family Office
Colorado
$11.5K – – –
FA
469
Fedenia Advisers
Wisconsin
$10.9K +$11.5K +325 New
AG
470
AmeriFlex Group
Nevada
$10.7K +$11K +312 New
IA
471
IFP Advisors
Florida
$10.5K – – –
SAM
472
Synergy Asset Management
Washington
$9.98K +$9.67K +274 New
AIP
473
Ameritas Investment Partners
Nebraska
$9.68K – – –
IHWM
474
Iron Horse Wealth Management
Iowa
$9.55K – – –
HWM
475
Hemington Wealth Management
Virginia
$9K -$988 -28 -9%
17 18
19
20 21