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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
551
Western Wealth Management
Colorado
– -$300K -9,332 Closed
WWP
552
Waypoint Wealth Partners
California
– -$300K -9,280 Closed
KCM
553
Karp Capital Management
California
– -$296K -9,166 Closed
AIA
554
Arbor Investment Advisors
North Carolina
– -$272K -8,427 Closed
CWM
555
Cornerstone Wealth Management
Missouri
– -$261K -8,076 Closed
SFS
556
Security Financial Services
Indiana
– -$260K -8,057 Closed
KA
557
Kovack Advisors
Florida
– -$258K -7,984 Closed
RW
558
Rede Wealth
Virginia
– -$246K -7,607 Closed
BAAM
559
Baker Avenue Asset Management
California
– -$241K -7,468 Closed
SCA
560
Spearhead Capital Advisors
Florida
– -$241K -7,465 Closed
EGWAG
561
Elwood & Goetz Wealth Advisory Group
Georgia
– -$237K -7,348 Closed
ECG
562
Edge Capital Group
Georgia
– -$234K -7,254 Closed
AFP
563
Ausdal Financial Partners
Iowa
– -$234K -7,227 Closed
WIP
564
WealthCare Investment Partners
Rhode Island
– -$228K -7,043 Closed
WWM
565
WT Wealth Management
Arizona
– -$226K -6,989 Closed
FHA
566
Flagship Harbor Advisors
Massachusetts
– -$221K -6,849 Closed
OCM
567
One Capital Management
California
– -$217K -6,738 Closed
SG
568
StoneX Group
New York
– -$214K -6,610 Closed
SFM
569
Signet Financial Management
New Jersey
– -$212K -6,554 Closed
AP
570
Appleton Partners
Massachusetts
– -$212K -6,552 Closed
C
571
CEDRUS
Colorado
– -$209K -6,472 Closed
SCFS
572
S.C. Financial Services
Arizona
– -$208K -6,439 Closed
CWP
573
CFM Wealth Partners
Texas
– -$206K -6,373 Closed
PP
574
PDS Planning
Ohio
– -$204K -6,328 Closed
EWA
575
EP Wealth Advisors
California
– -$177K -5,480 Closed
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