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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
501
Brown, Lisle/Cummings
Rhode Island
$2.56K – – –
RWM
502
Ruedi Wealth Management
Illinois
$2.18K +$31 +1 +1%
DF
503
Dunhill Financial
United Kingdom
$2.15K +$2.07K +67 New
T
504
Tidemark
California
$2.15K +$2.07K +67 New
GWM
505
Grand Wealth Management
Michigan
$1.6K – – –
BC
506
Barrett & Company
Rhode Island
$1.38K – – –
NCM
507
Northwest Capital Management
Oregon
$1.35K – – –
VF
508
VitalStone Financial
Texas
$1K – – –
HGERS
509
Householder Group Estate & Retirement Specialist
Arizona
$1K +$401 +13 +37%
CA
510
Centerpoint Advisors
Massachusetts
$1K +$648 +21 +131%
KFI
511
Key Financial Inc
Pennsylvania
$545 – – –
GI
512
Gradient Investments
Minnesota
$64 – – –
GWS
513
Glassman Wealth Services
Virginia
$32 – – –
AWM
514
Aspire Wealth Management
Massachusetts
$8 – – –
VIA
515
Virtus Investment Advisers
Connecticut
– -$2.06M -67,904 Closed
VFIC
516
Valley Forge Investment Consultants
Pennsylvania
– -$910K -30,056 Closed
RZH
517
Relyea Zuckerberg Hanson
Connecticut
– -$756K -24,969 Closed
GCP
518
GSA Capital Partners
United Kingdom
– -$739K -24,408 Closed
TLFA
519
True Link Financial Advisors
California
– -$731K -24,135 Closed
AR
520
Apeiron RIA
Texas
– -$692K -22,851 Closed
IDA
521
Intelligence Driven Advisers
California
– -$641K -21,638 Closed
OAP
522
One Advisory Partners
Kansas
– -$622K -20,535 Closed
PP
523
Prudential plc
United Kingdom
– -$575K -19,000 Closed
LNWWM
524
Laird Norton Wetherby Wealth Management
California
– -$550K -18,171 Closed
BF
525
Brooklyn FI
New York
– -$462K -15,249 Closed
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