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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
551
Gradient Investments
Minnesota
$1K +$576 +17 New
KFI
552
Key Financial Inc
Pennsylvania
$1K +$576 +17 New
LWANC
553
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K +$712 +21 New
LPWM
554
Lake Point Wealth Management
Texas
$1K +$1.19K +35 New
EBA
555
Eagle Bay Advisors
New York
$614 +$644 +19 New
PP
556
Prudential plc
United Kingdom
– -$113M -3,080,586 Closed
PCA
557
Pallas Capital Advisors
Massachusetts
– -$12.6M -350,763 Closed
BPWM
558
Badgley Phelps Wealth Managers
Washington
– -$10.3M -279,647 Closed
CA
559
Crumly & Associates
Illinois
– -$4.79M -130,305 Closed
LWA
560
Lineweaver Wealth Advisors
Ohio
– -$4.61M -125,642 Closed
WF
561
Williams Financial
Vermont
– -$2.33M -63,556 Closed
PG
562
Prostatis Group
Maryland
– -$1.96M -53,338 Closed
VWA
563
V Wealth Advisors
Kansas
– -$1.72M -46,697 Closed
SWM
564
Scissortail Wealth Management
Oklahoma
– -$1.34M -41,378 Closed
JF
565
Jump Financial
Illinois
– -$1.11M -30,217 Closed
PPP
566
Private Portfolio Partners
New Jersey
– -$1.06M -28,840 Closed
SAM
567
Strategy Asset Managers
California
– -$808K -21,992 Closed
WAL
568
W Advisors LLC
Tennessee
– -$643K -17,501 Closed
PIA
569
Pinion Investment Advisors
Kansas
– -$540K -14,708 Closed
DT
570
Diversified Trust
Tennessee
– -$529K -14,391 Closed
SPIA
571
Strategic Point Investment Advisors
Rhode Island
– -$504K -13,714 Closed
VAS
572
Vestmark Advisory Solutions
Massachusetts
– -$494K -13,456 Closed
HIM
573
Hanlon Investment Management
New Jersey
– -$483K -13,147 Closed
CWAG
574
Compton Wealth Advisory Group
Virginia
– -$474K -12,901 Closed
MWM
575
Merriman Wealth Management
Washington
– -$425K -11,582 Closed
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