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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
526
High Falls Advisors
New York
– -$253K -6,956 Closed
MCC
527
Maiden Cove Capital
Maine
– -$249K -6,830 Closed
MWM
528
Meridian Wealth Management
Kentucky
– -$240K -6,599 Closed
PAG
529
Private Advisor Group
New Jersey
– -$233K -6,386 Closed
MYIA
530
Mount Yale Investment Advisors
Colorado
– -$230K -6,316 Closed
FFA
531
First Foundation Advisors
California
– -$228K -6,263 Closed
PFM
532
Peak Financial Management
Massachusetts
– -$227K -6,224 Closed
OWA
533
Octavia Wealth Advisors
Ohio
– -$226K -6,201 Closed
DI
534
DDFG Inc
California
– -$223K -6,114 Closed
WFAG
535
Worth Financial Advisory Group
North Carolina
– -$216K -5,919 Closed
NC
536
Napatree Capital
Rhode Island
– -$214K -5,890 Closed
SFPM
537
Sensible Financial Planning & Management
Massachusetts
– -$213K -5,854 Closed
MSA
538
Marino Stram & Associates
Massachusetts
– -$212K -5,825 Closed
MNA
539
Manning & Napier Advisors
New York
– -$211K -5,785 Closed
FPGK
540
Financial Partners Group (Kansas)
Kansas
– -$210K -5,759 Closed
ODIJL
541
One Day In July LLC
Vermont
– -$207K -5,696 Closed
BFG
542
Buttonwood Financial Group
Missouri
– -$206K -5,653 Closed
SWA
543
Stratos Wealth Advisors
Ohio
– -$201K -5,526 Closed
FMN
544
Financial Management Network
California
– -$206K -5,512 Closed
MIM
545
Macroview Investment Management
Maryland
– -$142K -3,908 Closed
DWS
546
Dynamic Wealth Strategies
California
– -$128K -3,520 Closed
FDCP
547
Foster Dykema Cabot & Partners
Massachusetts
– -$63.8K -1,752 Closed
JIP
548
Jaffetilchin Investment Partners
Florida
– -$21.1K -581 Closed
GSEP
549
Golden State Equity Partners
California
– -$11.1K -305 Closed
BWP
550
Baldwin Wealth Partners
Massachusetts
– -$7.65K -210 Closed
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