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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
OFP
201
OLIO Financial Planning
Virginia
$842K -$29.9K -732 -4%
AAM
202
Ameraudi Asset Management
New York
$838K – – –
MFG
203
Merit Financial Group
Georgia
$834K +$114K +2,789 +17%
RCG
204
Regatta Capital Group
California
$825K -$7.42K -182 -0.9%
WS
205
Wedbush Securities
California
$818K +$8.4K +206 +1%
CAM
206
Cresset Asset Management
Illinois
$815K – – –
ATPW
207
Ashton Thomas Private Wealth
Arizona
$798K +$279K +6,845 +59%
MA
208
Mutual Advisors
Nebraska
$796K +$144K +3,530 +24%
MOS
209
MGO One Seven
Ohio
$793K +$36.6K +897 +5%
CTC
210
Central Trust Company
Missouri
$792K +$143K +3,506 +24%
APW
211
Austin Private Wealth
Texas
$789K +$59.1K +1,449 +9%
PA
212
Prism Advisors
California
$786K – – –
NP
213
NorthRock Partners
Minnesota
$785K +$395K +9,677 +115%
AGWCA
214
Annis Gardner Whiting Capital Advisors
Florida
$778K – – –
MFA
215
Morling Financial Advisors
California
$774K -$9.46K -232 -1%
PWMG
216
Private Wealth Management Group
New Jersey
$758K -$19K -466 -3%
BSWM
217
Boston Standard Wealth Management
Massachusetts
$754K +$106K +2,594 +18%
BDFN
218
Bond & Devick Financial Network
Minnesota
$754K +$13.5K +330 +2%
MBT
219
Montecito Bank & Trust
California
$753K +$707K +17,334 New
DRP
220
Decker Retirement Planning
Utah
$752K -$54.5K -1,335 -7%
SFP
221
Shepherd Financial Partners
Massachusetts
$743K +$46.8K +1,147 +7%
WLIM
222
White Lighthouse Investment Management
Massachusetts
$740K +$4.08K +100 +0.6%
EI
223
eCIO Inc
Wisconsin
$733K +$76.7K +1,881 +13%
RA
224
RFG Advisory
Alabama
$731K +$22.8K +559 +3%
WT
225
Whittier Trust
California
$729K -$21.3K -522 -3%
7 8
9
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