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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
501
MASECO Private Wealth
$7.16K +$6.73K +165 New
HAP
502
Harbor Asset Planning
Massachusetts
$7.09K – – –
HIA
503
Harbor Investment Advisory
Maryland
$6.95K – – –
CIA
504
Cape Investment Advisory
Georgia
$6.86K – – –
1NWS
505
1 North Wealth Services
Maryland
$6.3K – – –
HDIM
506
Hanson & Doremus Investment Management
Vermont
$6K – – –
CA
507
Centerpoint Advisors
Massachusetts
$6K +$734 +18 +16%
FRA
508
Front Row Advisors
California
$5.21K +$4.9K +120 New
NWMP
509
Noble Wealth Management PBC
Colorado
$4.71K +$4.41K +108 New
LWA
510
Lowe Wealth Advisors
Maryland
$3.82K +$3.59K +88 New
CIAS
511
Capital Investment Advisory Services
North Carolina
$3.56K – – –
T
512
Tidemark
California
$3.52K – – –
OP
513
ORG Partners
Indiana
$3.46K -$41 -1 -1%
Q1WB
514
Quest 10 Wealth Builders
Virginia
$2.91K – – –
SRCM
515
Signature Resources Capital Management
California
$2.6K – – –
GI
516
GAMMA Investing
California
$2.43K – – –
GWM
517
Grand Wealth Management
Michigan
$2.17K – – –
SWP
518
Strategic Wealth Partners
Ohio
$2.09K +$938 +23 +92%
BC
519
Barrett & Company
Rhode Island
$1.87K – – –
EWM
520
Evermay Wealth Management
Virginia
$1.74K -$3.75K -92 -70%
MWA
521
Medallion Wealth Advisors
Connecticut
$1.22K – – –
FLP
522
Financial Life Planners
Arizona
$1.16K +$1.1K +27 New
GA
523
Guerra Advisors
Florida
$1.14K +$1.06K +26 New
HFS
524
Hantz Financial Services
Michigan
$1K +$857 +21 New
CJ
525
Caitlin John
Michigan
$999 +$938 +23 New
19 20
21
22 23