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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
601
Cape Investment Advisory
Georgia
$8.64K +$8.26K +158 New
HDIM
602
Hanson & Doremus Investment Management
Vermont
$8K – – –
1NWS
603
1 North Wealth Services
Maryland
$7.93K – – –
FRA
604
Front Row Advisors
California
$6.3K – – –
AWM
605
Abound Wealth Management
Tennessee
$5.49K – – –
GKIM
606
GW&K Investment Management
Massachusetts
$5K – – –
CFD
607
Creative Financial Designs
Indiana
$4.76K +$575 +11 +14%
NWMP
608
Noble Wealth Management PBC
Colorado
$4.74K – – –
T
609
Tidemark
California
$4.43K – – –
CWP
610
Concord Wealth Partners
Virginia
$3.94K +$3.76K +72 New
JWM
611
JPL Wealth Management
Colorado
$3.94K +$3.76K +72 New
CIAS
612
Capital Investment Advisory Services
North Carolina
$3.61K -$418 -8 -11%
Q1WB
613
Quest 10 Wealth Builders
Virginia
$3.5K – – –
SRCM
614
Signature Resources Capital Management
California
$3.34K – – –
XAU
615
XP Advisory US
Florida
$2.68K +$2.56K +49 New
PRAG
616
Portfolio Resources Advisor Group
Florida
$2.46K +$2.35K +45 New
BC
617
Barrett & Company
Rhode Island
$2.35K – – –
EWM
618
Evermay Wealth Management
Virginia
$2.19K – – –
KCM
619
Key Capital Management
Tennessee
$1.59K -$732 -14 -33%
FLP
620
Financial Life Planners
Arizona
$1.5K – – –
CTA
621
Colonial Trust Advisors
South Carolina
$1.42K +$1.36K +26 New
PWAM
622
Private Wealth Asset Management
Iowa
$1.42K +$1.36K +26 New
CJ
623
Caitlin John
Michigan
$1.26K – – –
HHCP
624
Hilton Head Capital Partners
South Carolina
$984 – – –
KFI
625
Key Financial Inc
Pennsylvania
$930 – – –
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25
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