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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
451
Gen-Wealth Partners
Michigan
$214K +$35.5K +806 +20%
ACM
452
Armbruster Capital Management
New York
$212K – – –
VAF
453
Values Added Financial
District of Columbia
$212K +$3.66K +83 +2%
VFA
454
Valeo Financial Advisors
Indiana
$211K -$397 -9 -0.2%
LW
455
Livet Wealth
Utah
$209K +$209K +4,743 New
LPAM
456
Lodestar Private Asset Management
California
$209K +$208K +4,727 New
RFP
457
Root Financial Partners
California
$208K +$72K +1,634 +53%
WIM
458
WealthPlan Investment Management
Nebraska
$208K -$5.29K -120 -2%
PA
459
Planning Alternatives
Michigan
$207K +$206K +4,680 New
SPAS
460
Spectrum Planning & Advisory Services
California
$206K +$661 +15 +0.3%
EFM
461
Eley Financial Management
Vermont
$206K -$6.17K -140 -3%
FCIM
462
Fairview Capital Investment Management
California
$205K -$4.41K -100 -2%
BFG
463
Buttonwood Financial Group
Missouri
$202K -$78.4K -1,779 -29%
SWM
464
SeaCrest Wealth Management
New York
$201K +$193K +4,381 New
DI
465
DDFG Inc
California
$201K -$3.13K -71 -2%
EPW
466
Evergreen Private Wealth
Colorado
$188K -$38.5K -874 -17%
BSB
467
Bangor Savings Bank
Maine
$180K +$1.76K +40 +1%
VNA
468
Valley National Advisers
Pennsylvania
$176K -$5.29K -120 -3%
IAIM
469
International Assets Investment Management
Florida
$170K +$169K +3,842 New
USB
470
Union Savings Bank
Connecticut
$162K +$162K +3,670 New
AI
471
Atomic Invest
New York
$159K +$158K +3,589 New
DWS
472
Dynamic Wealth Strategies
California
$155K – – –
MNA
473
Manning & Napier Advisors
New York
$153K -$30.5K -691 -17%
TFM
474
TFC Financial Management
Massachusetts
$147K +$113K +2,568 +336%
S
475
SignatureFD
Georgia
$143K +$12.3K +278 +9%
17 18
19
20 21