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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
601
Harbor Asset Planning
Massachusetts
$9.14K +$52 +1 +0.6%
MPW
602
MASECO Private Wealth
$9.03K – – –
HIA
603
Harbor Investment Advisory
Maryland
$8.75K – – –
CIA
604
Cape Investment Advisory
Georgia
$8.64K +$8.26K +158 New
HDIM
605
Hanson & Doremus Investment Management
Vermont
$8K – – –
1NWS
606
1 North Wealth Services
Maryland
$7.93K – – –
FRA
607
Front Row Advisors
California
$6.3K – – –
AWM
608
Abound Wealth Management
Tennessee
$5.49K – – –
GKIM
609
GW&K Investment Management
Massachusetts
$5K – – –
CFD
610
Creative Financial Designs
Indiana
$4.76K +$575 +11 +14%
NWMP
611
Noble Wealth Management PBC
Colorado
$4.74K – – –
T
612
Tidemark
California
$4.43K – – –
CWP
613
Concord Wealth Partners
Virginia
$3.94K +$3.76K +72 New
JWM
614
JPL Wealth Management
Colorado
$3.94K +$3.76K +72 New
WAU
615
Wellington-Altus USA
Manitoba, Canada
$3.87K – – –
CIAS
616
Capital Investment Advisory Services
North Carolina
$3.61K -$418 -8 -11%
Q1WB
617
Quest 10 Wealth Builders
Virginia
$3.5K – – –
SRCM
618
Signature Resources Capital Management
California
$3.34K – – –
XAU
619
XP Advisory US
Florida
$2.68K +$2.56K +49 New
PRAG
620
Portfolio Resources Advisor Group
Florida
$2.46K +$2.35K +45 New
BC
621
Barrett & Company
Rhode Island
$2.35K – – –
EWM
622
Evermay Wealth Management
Virginia
$2.19K – – –
KCM
623
Key Capital Management
Tennessee
$1.59K -$732 -14 -33%
FLP
624
Financial Life Planners
Arizona
$1.5K – – –
CTA
625
Colonial Trust Advisors
South Carolina
$1.42K +$1.36K +26 New
23 24
25
26 27