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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
526
Clarius Group LLC
Washington
– -$268K -7,360 Closed
HFA
527
High Falls Advisors
New York
– -$253K -6,956 Closed
MCC
528
Maiden Cove Capital
Maine
– -$249K -6,830 Closed
MWM
529
Meridian Wealth Management
Kentucky
– -$240K -6,599 Closed
PAG
530
Private Advisor Group
New Jersey
– -$233K -6,386 Closed
MYIA
531
Mount Yale Investment Advisors
Colorado
– -$230K -6,316 Closed
FFA
532
First Foundation Advisors
California
– -$228K -6,263 Closed
PFM
533
Peak Financial Management
Massachusetts
– -$227K -6,224 Closed
OWA
534
Octavia Wealth Advisors
Ohio
– -$226K -6,201 Closed
DI
535
DDFG Inc
California
– -$223K -6,114 Closed
WFAG
536
Worth Financial Advisory Group
North Carolina
– -$216K -5,919 Closed
NC
537
Napatree Capital
Rhode Island
– -$214K -5,890 Closed
SFPM
538
Sensible Financial Planning & Management
Massachusetts
– -$213K -5,854 Closed
MSA
539
Marino Stram & Associates
Massachusetts
– -$212K -5,825 Closed
MNA
540
Manning & Napier Advisors
New York
– -$211K -5,785 Closed
FPGK
541
Financial Partners Group (Kansas)
Kansas
– -$210K -5,759 Closed
ODIJL
542
One Day In July LLC
Vermont
– -$207K -5,696 Closed
BFG
543
Buttonwood Financial Group
Missouri
– -$206K -5,653 Closed
SWA
544
Stratos Wealth Advisors
Ohio
– -$201K -5,526 Closed
FMN
545
Financial Management Network
California
– -$206K -5,512 Closed
MIM
546
Macroview Investment Management
Maryland
– -$142K -3,908 Closed
DWS
547
Dynamic Wealth Strategies
California
– -$128K -3,520 Closed
FDCP
548
Foster Dykema Cabot & Partners
Massachusetts
– -$63.8K -1,752 Closed
JIP
549
Jaffetilchin Investment Partners
Florida
– -$21.1K -581 Closed
GSEP
550
Golden State Equity Partners
California
– -$11.1K -305 Closed
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