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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
201
Robertson Stephens Wealth Management
California
$799K -$45.3K -1,428 -5%
WLIM
202
White Lighthouse Investment Management
Massachusetts
$795K -$14.2K -449 -2%
ASFA
203
All Season Financial Advisors
Colorado
$790K -$47.5K -1,500 -6%
BRWA
204
B. Riley Wealth Advisors
Florida
$776K -$116K -3,665 -13%
HWA
205
Hilltop Wealth Advisors
North Carolina
$767K -$32.5K -1,024 -4%
RIA
206
Regal Investment Advisors
Michigan
$764K +$362K +11,425 +89%
CWM
207
Cabot Wealth Management
Massachusetts
$756K +$97.2K +3,066 +15%
MCWS
208
McKinley Carter Wealth Services
West Virginia
$748K +$72.6K +2,291 +11%
IFWM
209
Institute for Wealth Management
Colorado
$744K -$1.97K -62 -0.3%
G
210
GenTrust
Florida
$733K – – –
BSW
211
Buckingham Strategic Wealth
Missouri
$732K – – –
VCM
212
Vision Capital Management
Oregon
$732K -$125K -3,937 -14%
EW
213
Evoke Wealth
California
$717K -$94.8K -2,993 -12%
WT
214
Whittier Trust
California
$709K – – –
TLFA
215
True Link Financial Advisors
California
$706K – – –
RZH
216
Relyea Zuckerberg Hanson
Connecticut
$700K +$75.7K +2,390 +12%
SWP
217
Stratos Wealth Partners
Ohio
$697K -$14.2K -447 -2%
SB
218
Strategic Blueprint
Georgia
$695K -$231K -7,287 -25%
BFEC
219
Benjamin F. Edwards & Company
Missouri
$694K +$376K +11,864 +116%
GAM
220
Gould Asset Management
California
$678K -$15.4K -485 -2%
WC
221
Weil Company
California
$672K -$36.6K -1,156 -5%
RFA
222
RTD Financial Advisors
Pennsylvania
$664K +$20.2K +638 +3%
FPGK
223
Financial Partners Group (Kansas)
Kansas
$655K -$7.64K -241 -1%
WAL
224
W Advisors LLC
Tennessee
$647K +$61K +1,926 +10%
CB
225
Centennial Bank
Arkansas
$644K +$113K +3,550 +21%
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