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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
501
Vigilant Capital Management
Maine
$3K +$2.78K +95 New
MCC
502
Money Concepts Capital
Florida
$2.77K -$205 -7 -7%
BLC
503
Brown, Lisle/Cummings
Rhode Island
$2.41K – – –
EW
504
Element Wealth
Mississippi
$2.23K -$3.63K -124 -63%
GFWA
505
Grey Fox Wealth Advisors
Delaware
$1.77K +$1.73K +59 New
AWM
506
Accurate Wealth Management
Florida
$1.49K +$1.35K +46 New
FA
507
Faithward Advisors
Pennsylvania
$1.38K +$1.35K +46 New
BC
508
Barrett & Company
Rhode Island
$1.29K – – –
PA
509
PSI Advisors
Florida
$1.08K – – –
HDIM
510
Hanson & Doremus Investment Management
Vermont
$1K -$286K -9,765 -100%
VF
511
VitalStone Financial
Texas
$1K +$791 +27 New
GT
512
Glenmede Trust
Pennsylvania
$781 +$762 +26 New
CSWG
513
Cardinal Strategic Wealth Guidance
Kentucky
$722 – – –
BCMIO
514
Beacon Capital Management Inc (Ohio)
Ohio
$647 +$645 +22 New
LWANC
515
Laurel Wealth Advisors (North Carolina)
North Carolina
$632 – – –
BC
516
Burleson & Co
California
$481 +$469 +16 New
KFI
517
Key Financial Inc
Pennsylvania
$470 – – –
PAG
518
Private Advisor Group
New Jersey
$441 -$19.4K -662 -4%
SPWM
519
Spartan Planning & Wealth Management
North Carolina
$180 – – –
GI
520
Gradient Investments
Minnesota
$60 – – –
HPWM
521
Highland Private Wealth Management
Washington
– -$4.85M -175,272 Closed
JC
522
JB Capital
Connecticut
– -$4.41M -159,220 Closed
FTUS
523
Flow Traders U.S.
New York
– -$4.04M -146,133 Closed
AI
524
Atria Investments
North Carolina
– -$2.24M -80,980 Closed
MGWM
525
Marks Group Wealth Management
Minnesota
– -$1.49M -53,745 Closed
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