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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
176
KM Capital Management
Texas
$985K +$17.3K +546 +2%
AWM
177
AE Wealth Management
Kansas
$980K +$169K +5,321 +21%
SHJ
178
Sharkey, Howes & Javer
Colorado
$960K -$101K -3,176 -9%
MA
179
Mutual Advisors
Nebraska
$950K +$516K +16,279 +117%
VFIC
180
Valley Forge Investment Consultants
Pennsylvania
$946K +$952K +30,056 New
SCA
181
STALEY CAPITAL ADVISERS
Pennsylvania
$944K -$222K -7,000 -19%
HF
182
HRT Financial
New York
$939K +$946K +29,839 New
FFA
183
Farther Finance Advisors
California
$921K +$163K +5,145 +21%
RW
184
REDW Wealth
New Mexico
$918K +$174K +5,486 +23%
AR
185
Apeiron RIA
Texas
$913K +$919K +29,007 New
HHGA
186
Halbert Hargrove Global Advisors
California
$909K +$76.1K +2,402 +9%
HTC
187
Haverford Trust Company
Pennsylvania
$908K -$1.55K -49 -0.2%
T
188
TNF
Montana
$901K -$142K -4,478 -13%
RF
189
RHS Financial
California
$898K +$242K +7,641 +37%
PWA
190
Physician Wealth Advisors
Utah
$881K +$2.47K +78 +0.3%
BCM
191
Brookstone Capital Management
Illinois
$880K -$45.1K -1,422 -5%
FFN
192
Focus Financial Network
Minnesota
$873K -$570K -17,980 -39%
DI
193
DFPG Investments
Utah
$863K +$869K +27,420 New
LNC
194
Lincoln National Corp
Pennsylvania
$856K -$626K -19,763 -42%
BWP
195
BSW Wealth Partners
Colorado
$853K -$1.01M -32,001 -54%
RCG
196
Regatta Capital Group
California
$816K – – –
TC
197
Trust Company
Kansas
$815K -$60.8K -1,918 -7%
CW
198
CreativeOne Wealth
Kansas
$808K -$29.3K -925 -3%
SDWMA
199
Schneider Downs Wealth Management Advisors
Pennsylvania
$806K +$176K +5,561 +28%
AWM
200
Apollon Wealth Management
South Carolina
$800K -$53.6K -1,690 -6%
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