We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
501
Grand Wealth Management
Michigan
$69K +$2.15K +56 +3%
DC
502
DeDora Capital
California
$63K +$66.1K +1,721 New
LC
503
Lindbrook Capital
California
$59K -$57.6K -1,500 -48%
SWM
504
Sugarloaf Wealth Management
Georgia
$58K – – –
RIM
505
Rockbridge Investment Management
New York
$56.2K – – –
SC
506
Siena Capital
Ohio
$53K +$55.1K +1,434 New
M
507
MOTCO
Texas
$52K +$53.9K +1,403 New
NFSG
508
Newbridge Financial Services Group
Florida
$50K +$4.07K +106 +8%
GIA
509
GHP Investment Advisors
Colorado
$50K +$52.1K +1,356 New
FFA
510
Founders Financial Alliance
North Carolina
$49K -$5.72K -149 -10%
PP
511
PrairieView Partners
Minnesota
$46K +$5.26K +137 +12%
ZIG
512
Zullo Investment Group
Pennsylvania
$44K -$461 -12 -1%
BCM
513
Bourgeon Capital Management
Connecticut
$44K – – –
SLWA
514
San Luis Wealth Advisors
California
$42K +$40.8K +1,062 New
S
515
SignatureFD
Georgia
$40K +$4.65K +121 +13%
GC
516
Gould Capital
Washington
$38K +$4.61K +120 +13%
TFS
517
TrustCore Financial Services
Tennessee
$38K +$35.1K +915 +832%
CPFP
518
Clear Perspectives Financial Planning
Ohio
$37K – – –
MA
519
MUFG Americas
New York
$34K -$12.7K -330 -26%
KTC
520
Kistler-Tiffany Companies
Pennsylvania
$33K +$34.7K +903 New
GWM
521
Geneos Wealth Management
Colorado
$31K -$12.5K -325 -27%
BA
522
Bellwether Advisors
Nebraska
$31K – – –
OA
523
Operose Advisors
Wisconsin
$29K +$30.6K +797 New
4FG
524
4Thought Financial Group
New York
$27K +$1.38K +36 +5%
TAM
525
Tucker Asset Management
Colorado
$26.2K +$23.3K +607 +578%
19 20
21
22 23