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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
151
Aptus Capital Advisors
Alabama
$2.03M +$164K +3,139 +9%
DWA
152
Davis Wealth Advisors
New Hampshire
$2.01M -$132K -2,522 -6%
BFG
153
Baron Financial Group
New Jersey
$1.99M -$325K -6,220 -15%
NP
154
NorthRock Partners
Minnesota
$1.97M +$6.38K +122 +0.3%
PA
155
Parallel Advisors
California
$1.94M +$47.7K +912 +3%
CL
156
Choreo LLC
Illinois
$1.87M -$101K -1,937 -5%
MFG
157
Merit Financial Group
Georgia
$1.85M -$298K -5,706 -14%
WA
158
Wealth Architects
California
$1.84M -$15.4K -295 -0.9%
WAT
159
Wealth Advisory Team
Kentucky
$1.8M +$1.72M +32,895 New
TFCP
160
Twin Focus Capital Partners
Massachusetts
$1.79M -$3.61K -69 -0.2%
OFG
161
Omega Financial Group
California
$1.78M -$35K -670 -2%
CW
162
CreativeOne Wealth
Kansas
$1.77M -$213K -4,074 -11%
VCM
163
Vision Capital Management
Oregon
$1.74M +$301K +5,751 +22%
EI
164
eCIO Inc
Wisconsin
$1.73M -$137K -2,616 -8%
SOWAS
165
Silver Oak Wealth Advisors Services
California
$1.71M +$6.38K +122 +0.4%
HHGA
166
Halbert Hargrove Global Advisors
California
$1.68M -$62.1K -1,188 -4%
SAI
167
Savvy Advisors Inc
New York
$1.66M -$65K -1,243 -4%
SCA
168
STALEY CAPITAL ADVISERS
Pennsylvania
$1.64M – – –
HGWM
169
Horst & Graben Wealth Management
Oregon
$1.63M -$492K -9,411 -23%
JFG
170
JMG Financial Group
Illinois
$1.62M -$190K -3,632 -11%
SHJ
171
Sharkey, Howes & Javer
Colorado
$1.6M -$418K -8,004 -21%
HWA
172
Hilltop Wealth Advisors
North Carolina
$1.6M -$366 -7 -0%
EFN
173
Equita Financial Network
Pennsylvania
$1.58M +$145K +2,781 +11%
PIA
174
Perennial Investment Advisors
California
$1.57M -$374K -7,149 -20%
IWM
175
Integris Wealth Management
California
$1.53M -$71.5K -1,369 -5%
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