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iShares ESG Aware MSCI EM ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWG
201
Summit Wealth Group
Vermont
$786K +$8.5K +290 +1%
AWM
202
AE Wealth Management
Kansas
$776K -$343K -11,691 -31%
EW
203
Evoke Wealth
California
$774K +$530K +18,089 +236%
WLIM
204
White Lighthouse Investment Management
Massachusetts
$773K -$243K -8,285 -24%
HWA
205
Hilltop Wealth Advisors
North Carolina
$763K -$172K -5,863 -19%
HFA
206
High Falls Advisors
New York
$751K -$357K -12,192 -33%
BSW
207
Buckingham Strategic Wealth
Missouri
$732K +$195K +6,638 +37%
FFA
208
Farther Finance Advisors
California
$725K +$707K +24,114 New
IFWM
209
Institute for Wealth Management
Colorado
$712K -$36.3K -1,238 -5%
RW
210
REDW Wealth
New Mexico
$712K +$215K +7,329 +45%
Bank of New York Mellon
211
Bank of New York Mellon
New York
$711K -$2.05M -69,874 -75%
G
212
GenTrust
Florida
$701K +$293K +9,993 +75%
OAP
213
One Advisory Partners
Kansas
$686K -$165K -5,642 -20%
OPS
214
Orion Portfolio Solutions
Nebraska
$686K -$329K -11,226 -33%
FPGK
215
Financial Partners Group (Kansas)
Kansas
$683K -$34.5K -1,176 -5%
SWP
216
Stratos Wealth Partners
Ohio
$679K -$47.6K -1,626 -7%
WT
217
Whittier Trust
California
$678K -$396K -13,527 -38%
WC
218
Weil Company
California
$676K +$398K +13,583 +152%
TLFA
219
True Link Financial Advisors
California
$674K -$523K -17,860 -44%
GG
220
Gofen & Glossberg
Illinois
$673K +$176K +6,019 +37%
AF
221
Affiance Financial
Minnesota
$663K -$105K -3,580 -14%
KWM
222
Keebeck Wealth Management
Illinois
$662K -$768K -26,202 -54%
GAM
223
Gould Asset Management
California
$662K +$151K +5,145 +30%
MCWS
224
McKinley Carter Wealth Services
West Virginia
$645K +$12K +409 +2%
LRWA
225
Long Run Wealth Advisors
New York
$636K +$103K +3,507 +20%