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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
151
SigFig Wealth Management
California
$837K +$315K +8,888 +59%
BDWM
152
Brewin Dolphin Wealth Management
Ireland
$829K – – –
RWM
153
Ritholtz Wealth Management
New York
$825K -$236K -6,670 -22%
PPW
154
Parcion Private Wealth
Washington
$814K -$3.72K -105 -0.5%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$814K +$52.2K +1,473 +7%
RF
156
RHS Financial
California
$782K -$321K -9,058 -29%
BWM
157
Baystate Wealth Management
Massachusetts
$780K +$24.4K +690 +3%
CFG
158
Citizens Financial Group
Rhode Island
$778K +$239K +6,759 +45%
MIAN
159
Mariner Independent Advisor Network
Kansas
$775K -$276K -7,801 -26%
PAMG
160
Patton Albertson Miller Group
Tennessee
$770K +$68.4K +1,931 +10%
CG
161
Colony Group
Massachusetts
$749K – – –
AA
162
Alesco Advisors
New York
$748K +$42K +1,185 +6%
FI
163
Financial Insights
Washington
$742K +$577K +16,297 +360%
AI
164
Accredited Investors
Minnesota
$728K +$25.7K +725 +4%
HHGA
165
Halbert Hargrove Global Advisors
California
$719K +$204K +5,768 +40%
ACA
166
Affinity Capital Advisors
California
$676K +$180K +5,080 +37%
NFG
167
Next Financial Group
Texas
$669K +$665K +18,786 New
FAIM
168
Financial Advocates Investment Management
Washington
$668K -$393K -11,093 -37%
SDWMA
169
Schneider Downs Wealth Management Advisors
Pennsylvania
$660K – – –
SBSB
170
Sullivan, Bruyette, Speros & Blaney
Virginia
$658K +$14.7K +415 +2%
RZH
171
Relyea Zuckerberg Hanson
Connecticut
$645K +$48.5K +1,370 +8%
RJT
172
Raymond James Trust
Florida
$644K -$82K -2,315 -11%
OFG
173
OmniStar Financial Group
North Carolina
$644K +$23.5K +662 +4%
FCA
174
FinTrust Capital Advisors
South Carolina
$643K -$31.3K -884 -5%
IA
175
IFP Advisors
Florida
$601K +$25.9K +732 +5%
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