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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
201
Patton Albertson Miller Group
Tennessee
$238K +$287K +8,683 New
V
202
Veritable
Delaware
$229K +$33K +1,000 +14%
BBA
203
Braun-Bostich & Associates
Pennsylvania
$229K +$285K +8,622 +8,290%
AAM
204
Autus Asset Management
Arizona
$228K +$83.7K +2,535 +44%
GAM
205
Gould Asset Management
California
$226K -$83K -2,515 -23%
SAS
206
Sage Advisory Services
Texas
$218K – – –
CG
207
Caprock Group
Idaho
$211K – – –
CTA
208
Chesley Taft & Associates
Illinois
$210K – – –
CIAS
209
Capital Investment Advisory Services
North Carolina
$210K +$253K +7,669 New
FC
210
Fiduciary Counselling
Minnesota
$209K – – –
HWA
211
Hilltop Wealth Advisors
North Carolina
$208K +$251K +7,614 New
JFA
212
JNBA Financial Advisors
Minnesota
$196K +$152K +4,616 +181%
OPS
213
Orion Portfolio Solutions
Nebraska
$188K +$226K +6,851 New
TFO
214
Tarbox Family Office
California
$178K +$191K +5,785 +800%
ADL
215
Asset Dedication LLC
California
$158K -$2.94K -89 -2%
SWA
216
Stratos Wealth Advisors
Ohio
$155K +$187K +5,657 New
PA
217
Parallel Advisors
California
$135K -$61.5K -1,864 -27%
FA
218
Forefront Analytics
Pennsylvania
$117K +$100K +3,029 +241%
CTC
219
Central Trust Company
Missouri
$108K +$63.8K +1,931 +96%
CFG
220
Citizens Financial Group
Rhode Island
$107K – – –
FANJ
221
Financial Architects (New Jersey)
New Jersey
$105K +$21.7K +658 +21%
HT
222
Hefren-Tillotson
Pennsylvania
$104K +$12K +362 +11%
LFASL
223
Lugano Financial Advisors SA (LFA)
Switzerland
$93K – – –
MAM
224
Meeder Asset Management
Ohio
$84K +$44.2K +1,340 +78%
FHA
225
Flagship Harbor Advisors
Massachusetts
$77K -$53.7K -1,627 -37%
7 8
9
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