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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
551
Key Capital Management
Tennessee
$7.82K +$7.8K +177 New
CH
552
CDKV Holdings
Colorado
$7.6K +$7.58K +172 New
NS
553
NBC Securities
Alabama
$7.51K -$132 -3 -2%
HAP
554
Harbor Asset Planning
Massachusetts
$7.33K +$132 +3 +2%
OHWP
555
Oak Harbor Wealth Partners
North Carolina
$7.31K +$7.28K +165 New
MPW
556
MASECO Private Wealth
$7.29K – – –
HIA
557
Harbor Investment Advisory
Maryland
$7.07K – – –
CIA
558
Cape Investment Advisory
Georgia
$6.98K – – –
1NWS
559
1 North Wealth Services
Maryland
$6.41K – – –
HDIM
560
Hanson & Doremus Investment Management
Vermont
$6K – – –
CA
561
Centerpoint Advisors
Massachusetts
$6K +$617 +14 +11%
MSWM
562
Mowery & Schoenfeld Wealth Management
Illinois
$5.3K +$5.29K +120 New
FRA
563
Front Row Advisors
California
$5.3K – – –
CPG
564
Cornerstone Planning Group
New Jersey
$5.12K +$4.63K +105 New
RMP
565
Richards, Merrill & Peterson
Washington
$4.68K +$4.67K +106 New
AWM
566
Abound Wealth Management
Tennessee
$4.43K +$3.62K +82 +456%
AG
567
AmeriFlex Group
Nevada
$4.4K -$4.23K -96 -49%
CWP
568
Concord Wealth Partners
Virginia
$4.24K -$30.1K -683 -88%
NWMP
569
Noble Wealth Management PBC
Colorado
$3.83K -$926 -21 -19%
UFF
570
USA Financial Formulas
Michigan
$3.71K -$902K -20,459 -100%
CIAS
571
Capital Investment Advisory Services
North Carolina
$3.62K – – –
T
572
Tidemark
California
$3.58K – – –
CFD
573
Creative Financial Designs
Indiana
$3.27K -$7.32K -166 -69%
Q1WB
574
Quest 10 Wealth Builders
Virginia
$2.96K – – –
SRCM
575
Signature Resources Capital Management
California
$2.69K +$44 +1 +2%
21 22
23
24 25