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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
451
Values Added Financial
District of Columbia
$212K +$3.66K +83 +2%
VFA
452
Valeo Financial Advisors
Indiana
$211K -$397 -9 -0.2%
LW
453
Livet Wealth
Utah
$209K +$209K +4,743 New
LPAM
454
Lodestar Private Asset Management
California
$209K +$208K +4,727 New
RFP
455
Root Financial Partners
California
$208K +$72K +1,634 +53%
WIM
456
WealthPlan Investment Management
Nebraska
$208K -$5.29K -120 -2%
PA
457
Planning Alternatives
Michigan
$207K +$206K +4,680 New
SPAS
458
Spectrum Planning & Advisory Services
California
$206K +$661 +15 +0.3%
EFM
459
Eley Financial Management
Vermont
$206K -$6.17K -140 -3%
FCIM
460
Fairview Capital Investment Management
California
$205K -$4.41K -100 -2%
BFG
461
Buttonwood Financial Group
Missouri
$202K -$78.4K -1,779 -29%
SWM
462
SeaCrest Wealth Management
New York
$201K +$193K +4,381 New
DI
463
DDFG Inc
California
$201K -$3.13K -71 -2%
EPW
464
Evergreen Private Wealth
Colorado
$188K -$38.5K -874 -17%
BSB
465
Bangor Savings Bank
Maine
$180K +$1.76K +40 +1%
VNA
466
Valley National Advisers
Pennsylvania
$176K -$5.29K -120 -3%
IAIM
467
International Assets Investment Management
Florida
$170K +$169K +3,842 New
USB
468
Union Savings Bank
Connecticut
$162K +$162K +3,670 New
DWS
469
Dynamic Wealth Strategies
California
$155K – – –
MNA
470
Manning & Napier Advisors
New York
$153K -$30.5K -691 -17%
TFM
471
TFC Financial Management
Massachusetts
$147K +$113K +2,568 +336%
S
472
SignatureFD
Georgia
$143K +$12.3K +278 +9%
ACA
473
American Capital Advisory
Idaho
$138K +$397 +9 +0.3%
SAM
474
Smartleaf Asset Management
Massachusetts
$132K +$53K +1,202 +68%
RF
475
Rossby Financial
Florida
$130K +$19.8K +449 +18%
17 18
19
20 21