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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Chicago Wealth Management
Illinois
$202K +$193K +3,698 New
MWM
502
Meridian Wealth Management
Kentucky
$202K +$193K +3,698 New
TF
503
Trek Financial
Arizona
$202K +$193K +3,697 New
DWT
504
Dorsey & Whitney Trust
South Dakota
$200K +$191K +3,659 New
SAM
505
Smartleaf Asset Management
Massachusetts
$196K – – –
DWS
506
Dynamic Wealth Strategies
California
$192K – – –
USB
507
Union Savings Bank
Connecticut
$191K -$5.07K -97 -3%
IA
508
IFG Advisory
Georgia
$190K +$182K +3,483 New
TFM
509
TFC Financial Management
Massachusetts
$187K +$4.86K +93 +3%
IAIM
510
International Assets Investment Management
Florida
$182K +$9.98K +191 +6%
UFAC
511
Urban Financial Advisory Corp
Illinois
$177K +$130K +2,479 +328%
ACA
512
American Capital Advisory
Idaho
$155K -$9.2K -176 -6%
MNA
513
Manning & Napier Advisors
New York
$152K -$13K -248 -8%
TFA
514
Transamerica Financial Advisors
Florida
$147K +$48.2K +923 +52%
S
515
SignatureFD
Georgia
$147K -$29.4K -562 -17%
BWA
516
Basecamp Wealth Advisors
Washington
$136K – – –
FF
517
Finley Financial
Nevada
$132K – – –
AC
518
AlphaCore Capital
California
$123K +$4.23K +81 +4%
GF
519
GGM Financials
Ohio
$122K +$836 +16 +0.7%
TFGT
520
TS Financial Group (TSFG)
Illinois
$120K +$115K +2,200 New
M
521
MOTCO
Texas
$119K – – –
SWM
522
Spire Wealth Management
Virginia
$111K +$3.08K +59 +3%
PWMA
523
Pension & Wealth Management Advisors
Massachusetts
$110K -$11.1K -213 -10%
TCOV
524
Trust Company of Vermont
Vermont
$109K +$104K +1,990 New
MHR
525
Matthew Hamilton Rosenberg
$106K – – –
19 20
21
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