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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
551
Waypoint Wealth Partners
California
– -$300K -9,280 Closed
KCM
552
Karp Capital Management
California
– -$296K -9,166 Closed
AIA
553
Arbor Investment Advisors
North Carolina
– -$272K -8,427 Closed
CWM
554
Cornerstone Wealth Management
Missouri
– -$261K -8,076 Closed
SFS
555
Security Financial Services
Indiana
– -$260K -8,057 Closed
KA
556
Kovack Advisors
Florida
– -$258K -7,984 Closed
RW
557
Rede Wealth
Virginia
– -$246K -7,607 Closed
BAAM
558
Baker Avenue Asset Management
California
– -$241K -7,468 Closed
SCA
559
Spearhead Capital Advisors
Florida
– -$241K -7,465 Closed
EGWAG
560
Elwood & Goetz Wealth Advisory Group
Georgia
– -$237K -7,348 Closed
ECG
561
Edge Capital Group
Georgia
– -$234K -7,254 Closed
AFP
562
Ausdal Financial Partners
Iowa
– -$234K -7,227 Closed
WIP
563
WealthCare Investment Partners
Rhode Island
– -$228K -7,043 Closed
WWM
564
WT Wealth Management
Arizona
– -$226K -6,989 Closed
FHA
565
Flagship Harbor Advisors
Massachusetts
– -$221K -6,849 Closed
OCM
566
One Capital Management
California
– -$217K -6,738 Closed
SG
567
StoneX Group
New York
– -$214K -6,610 Closed
SFM
568
Signet Financial Management
New Jersey
– -$212K -6,554 Closed
AP
569
Appleton Partners
Massachusetts
– -$212K -6,552 Closed
C
570
CEDRUS
Colorado
– -$209K -6,472 Closed
SCFS
571
S.C. Financial Services
Arizona
– -$208K -6,439 Closed
CWP
572
CFM Wealth Partners
Texas
– -$206K -6,373 Closed
PP
573
PDS Planning
Ohio
– -$204K -6,328 Closed
EWA
574
EP Wealth Advisors
California
– -$177K -5,480 Closed
GLLW
575
Graves Light Lenhart Wealth
Virginia
– -$174K -5,394 Closed
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