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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
176
Asset Dedication LLC
California
$939K -$487K -13,994 -34%
LEA
177
Legacy Edge Advisors
New York
$935K +$164K +4,713 +21%
RFA
178
RTD Financial Advisors
Pennsylvania
$918K +$7.63K +219 +0.8%
TC
179
Trust Company
Kansas
$918K -$50.6K -1,452 -5%
KAS
180
Kestra Advisory Services
Texas
$913K -$179K -5,132 -16%
SAG
181
SageView Advisory Group
California
$900K -$578K -16,605 -39%
OWM
182
Opes Wealth Management
California
$894K -$156K -4,485 -15%
PA
183
Parallel Advisors
California
$891K -$80.8K -2,319 -8%
TC
184
Trilogy Capital
California
$880K +$67.1K +1,927 +8%
EFN
185
Equita Financial Network
Pennsylvania
$858K +$85K +2,442 +11%
FFN
186
Focus Financial Network
Minnesota
$849K +$63.2K +1,814 +8%
VCM
187
Vision Capital Management
Oregon
$832K -$72.8K -2,091 -8%
EFG
188
Elios Financial Group
Ohio
$813K -$26K -748 -3%
CCA
189
Cobblestone Capital Advisors
New York
$798K +$138K +3,951 +21%
VHAM
190
Van Hulzen Asset Management
California
$794K +$29.4K +843 +4%
PWA
191
Physician Wealth Advisors
Utah
$789K -$5.22K -150 -0.7%
GAM
192
Gould Asset Management
California
$772K -$20.8K -597 -3%
HWM
193
HB Wealth Management
Georgia
$763K +$36.4K +1,045 +5%
MWM
194
Mascoma Wealth Management
New Hampshire
$752K -$79.8K -2,292 -10%
G
195
GenTrust
Florida
$749K – – –
AWM
196
Avior Wealth Management
Nebraska
$729K -$123K -3,531 -14%
OFP
197
OLIO Financial Planning
Virginia
$720K +$19.3K +553 +3%
HWA
198
Hilltop Wealth Advisors
North Carolina
$709K -$15.8K -454 -2%
RCG
199
Regatta Capital Group
California
$705K -$66.3K -1,904 -9%
JPG
200
Jordan Park Group
California
$703K +$17.1K +492 +3%
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