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iShares ESG Aware MSCI EM ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEA
201
Legacy Edge Advisors
New York
$739K -$142K -4,030 -15%
EFN
202
Equita Financial Network
Pennsylvania
$738K +$58.2K +1,650 +8%
RCG
203
Regatta Capital Group
California
$737K -$6.67K -189 -0.8%
VHAM
204
Van Hulzen Asset Management
California
$730K -$61.6K -1,746 -7%
RF
205
RHS Financial
California
$728K +$156K +4,408 +25%
G
206
GenTrust
Florida
$716K
BDFN
207
Bond & Devick Financial Network
Minnesota
$707K
HWM
208
HB Wealth Management
Georgia
$694K +$14.4K +407 +2%
HWA
209
Hilltop Wealth Advisors
North Carolina
$692K -$81.6K -2,313 -10%
PCA
210
Prosperity Capital Advisors
Ohio
$678K -$9.63K -273 -1%
OFP
211
OLIO Financial Planning
Virginia
$670K +$83.6K +2,370 +13%
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$663K +$86.4K +2,449 +14%
JPG
213
Jordan Park Group
California
$655K -$7.27K -206 -1%
PIA
214
Perennial Investment Advisors
California
$645K +$64.1K +1,818 +10%
Tudor Investment Corp
215
Tudor Investment Corp
Connecticut
$635K +$671K +19,013 New
CCA
216
Cobblestone Capital Advisors
New York
$631K +$219K +6,211 +49%
WLIM
217
White Lighthouse Investment Management
Massachusetts
$624K -$59.8K -1,695 -8%
BRWA
218
B. Riley Wealth Advisors
Florida
$623K -$191K -5,417 -23%
WS
219
Wedbush Securities
California
$623K -$2.08K -59 -0.3%
CAM
220
Cresset Asset Management
Illinois
$622K -$117K -3,303 -15%
Vontobel Holding
221
Vontobel Holding
Switzerland
$617K +$3.39K +96 +0.5%
PWMG
222
Private Wealth Management Group
New Jersey
$615K +$17K +481 +3%
UFA
223
US Financial Advisors
Massachusetts
$608K +$9.46K +268 +1%
CFGS
224
Concourse Financial Group Securities
Alabama
$606K +$565 +16 +0.1%
DAS
225
Diversify Advisory Services
Utah
$603K -$125K -3,536 -16%