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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
201
Pure Financial Advisors
California
$1.26M -$107K -2,045 -8%
GWS
202
Greykasell Wealth Strategies
California
$1.25M -$80.3K -1,536 -6%
LFASL
203
Lugano Financial Advisors SA (LFA)
Switzerland
$1.24M – – –
CTC
204
Central Trust Company
Missouri
$1.15M -$22.8K -437 -2%
TC
205
Trust Company
Kansas
$1.14M -$58.8K -1,126 -5%
MWM
206
Mascoma Wealth Management
New Hampshire
$1.13M +$107K +2,048 +11%
BF
207
Brooklyn FI
New York
$1.13M +$44.1K +843 +4%
GAM
208
Gould Asset Management
California
$1.13M -$20.9K -400 -2%
WWM
209
Western Wealth Management
Colorado
$1.11M +$53.3K +1,020 +5%
UB
210
Umpqua Bank
Oregon
$1.11M +$1.06M +20,210 New
JPG
211
Jordan Park Group
California
$1.1M – – –
WS
212
Wedbush Securities
California
$1.08M +$33.4K +639 +3%
SAG
213
SageView Advisory Group
California
$1.08M -$168K -3,217 -14%
RCG
214
Regatta Capital Group
California
$1.07M +$7.73K +148 +0.8%
VHAM
215
Van Hulzen Asset Management
California
$1.07M -$130K -2,495 -11%
DRP
216
Decker Retirement Planning
Utah
$1.06M +$61.5K +1,177 +6%
CWM
217
Connecticut Wealth Management
Connecticut
$1.06M +$58.1K +1,112 +6%
DE
218
Diversified Enterprises
Delaware
$1.04M +$993 +19 +0.1%
CAM
219
Cresset Asset Management
Illinois
$1.03M +$1.04K +20 +0.1%
MWM
220
Madrid Wealth Management
New Mexico
$1.01M -$44.3K -848 -4%
AGWCA
221
Annis Gardner Whiting Capital Advisors
Florida
$1.01M -$6.43K -123 -0.7%
MOS
222
MGO One Seven
Ohio
$997K -$162K -3,091 -14%
KF
223
Krilogy Financial
Missouri
$994K – – –
CIA
224
Concurrent Investment Advisors
Florida
$992K +$152K +2,910 +19%
PA
225
Prism Advisors
California
$986K – – –
7 8
9
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