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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
501
Money Concepts Capital
Florida
$2.77K -$205 -7 -7%
BLC
502
Brown, Lisle/Cummings
Rhode Island
$2.41K – – –
EW
503
Element Wealth
Mississippi
$2.23K -$3.63K -124 -63%
GFWA
504
Grey Fox Wealth Advisors
Delaware
$1.77K +$1.73K +59 New
AWM
505
Accurate Wealth Management
Florida
$1.49K +$1.35K +46 New
FA
506
Faithward Advisors
Pennsylvania
$1.38K +$1.35K +46 New
BC
507
Barrett & Company
Rhode Island
$1.29K – – –
PA
508
PSI Advisors
Florida
$1.08K – – –
HDIM
509
Hanson & Doremus Investment Management
Vermont
$1K -$286K -9,765 -100%
VF
510
VitalStone Financial
Texas
$1K +$791 +27 New
GT
511
Glenmede Trust
Pennsylvania
$781 +$762 +26 New
CSWG
512
Cardinal Strategic Wealth Guidance
Kentucky
$722 – – –
BCMIO
513
Beacon Capital Management Inc (Ohio)
Ohio
$647 +$645 +22 New
LWANC
514
Laurel Wealth Advisors (North Carolina)
North Carolina
$632 – – –
BC
515
Burleson & Co
California
$481 +$469 +16 New
KFI
516
Key Financial Inc
Pennsylvania
$470 – – –
PAG
517
Private Advisor Group
New Jersey
$441 -$19.4K -662 -4%
SPWM
518
Spartan Planning & Wealth Management
North Carolina
$180 – – –
GI
519
Gradient Investments
Minnesota
$60 – – –
HPWM
520
Highland Private Wealth Management
Washington
– -$4.85M -175,272 Closed
JC
521
JB Capital
Connecticut
– -$4.41M -159,220 Closed
FTUS
522
Flow Traders U.S.
New York
– -$4.04M -146,133 Closed
AI
523
Atria Investments
North Carolina
– -$2.24M -80,980 Closed
MGWM
524
Marks Group Wealth Management
Minnesota
– -$1.49M -53,745 Closed
MFG
525
Merit Financial Group
Georgia
– -$1.35M -48,698 Closed
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