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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
FNWA
501
Financial Network Wealth Advisors
Utah
$8.16K +$2.37K +58 +45%
NS
502
NBC Securities
Alabama
$7.51K +$3.39K +83 +92%
MPW
503
MASECO Private Wealth
$7.16K +$6.73K +165 New
HAP
504
Harbor Asset Planning
Massachusetts
$7.09K – – –
HIA
505
Harbor Investment Advisory
Maryland
$6.95K – – –
CIA
506
Cape Investment Advisory
Georgia
$6.86K – – –
1NWS
507
1 North Wealth Services
Maryland
$6.3K – – –
HDIM
508
Hanson & Doremus Investment Management
Vermont
$6K – – –
CA
509
Centerpoint Advisors
Massachusetts
$6K +$734 +18 +16%
FRA
510
Front Row Advisors
California
$5.21K +$4.9K +120 New
NWMP
511
Noble Wealth Management PBC
Colorado
$4.71K +$4.41K +108 New
LWA
512
Lowe Wealth Advisors
Maryland
$3.82K +$3.59K +88 New
CIAS
513
Capital Investment Advisory Services
North Carolina
$3.56K – – –
T
514
Tidemark
California
$3.52K – – –
OP
515
ORG Partners
Indiana
$3.46K -$41 -1 -1%
Q1WB
516
Quest 10 Wealth Builders
Virginia
$2.91K – – –
SRCM
517
Signature Resources Capital Management
California
$2.6K – – –
GI
518
GAMMA Investing
California
$2.43K – – –
GWM
519
Grand Wealth Management
Michigan
$2.17K – – –
SWP
520
Strategic Wealth Partners
Ohio
$2.09K +$938 +23 +92%
BC
521
Barrett & Company
Rhode Island
$1.87K – – –
EWM
522
Evermay Wealth Management
Virginia
$1.74K -$3.75K -92 -70%
MWA
523
Medallion Wealth Advisors
Connecticut
$1.22K – – –
FLP
524
Financial Life Planners
Arizona
$1.16K +$1.1K +27 New
GA
525
Guerra Advisors
Florida
$1.14K +$1.06K +26 New
19 20
21
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