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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
526
Bogart Wealth LLC
Virginia
$9K – – –
SIM
527
Studio Investment Management
Illinois
$9K +$9.15K +270 New
WWMSC
528
Wagner Wealth Management (South Carolina)
South Carolina
$9K +$9.94K +293 New
IHWM
529
Iron Horse Wealth Management
Iowa
$8K +$1.73K +51 +25%
AW
530
ACG Wealth
Georgia
$8K +$8.48K +250 New
IWP
531
IAG Wealth Partners
Wisconsin
$7K -$4.17K -123 -35%
SFCL
532
Strengthening Families & Communities LLC
Massachusetts
$7K – – –
EIP
533
Ellis Investment Partners
Pennsylvania
$7K +$136 +4 +2%
TWC
534
TD Waterhouse Canada
Ontario, Canada
$6.8K – – –
EW
535
Element Wealth
Mississippi
$6K +$2.51K +74 +60%
HIA
536
Harbor Investment Advisory
Maryland
$5K -$7.19K -212 -56%
CPA
537
Cardiff Park Advisors
California
$5K – – –
IRC
538
Investors Research Corp
Georgia
$4K +$4.51K +133 New
MCC
539
Money Concepts Capital
Florida
$3K -$15.1K -446 -81%
RA
540
Rise Advisors
New York
$3K +$34 +1 +1%
SAM
541
Strategic Asset Management
Minnesota
$3K +$3.25K +96 New
NL
542
NVWM LLC
Pennsylvania
$3K +$3.59K +106 New
BLC
543
Brown, Lisle/Cummings
Rhode Island
$2.58K – – –
AWM
544
Avior Wealth Management
Nebraska
$2K -$4.41K -130 -65%
SWM
545
Selective Wealth Management
Virginia
$2K – – –
PCG
546
Private Capital Group
Connecticut
$1K -$664K -19,586 -100%
BBPWM
547
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
CSWG
548
Cardinal Strategic Wealth Guidance
Kentucky
$1K – – –
HWA
549
HHM Wealth Advisors
Tennessee
$1K – – –
PA
550
PSI Advisors
Florida
$1K – – –
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