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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
201
Physician Wealth Advisors
Utah
$986K +$52.4K +1,189 +6%
RA
202
RFG Advisory
Alabama
$964K +$220K +4,988 +30%
VHAM
203
Van Hulzen Asset Management
California
$937K -$37.7K -856 -4%
BF
204
Brooklyn FI
New York
$935K +$12.7K +288 +1%
GAM
205
Gould Asset Management
California
$931K -$50.9K -1,155 -5%
CTC
206
Central Trust Company
Missouri
$927K +$121K +2,739 +15%
APW
207
Austin Private Wealth
Texas
$926K +$123K +2,797 +15%
KF
208
Krilogy Financial
Missouri
$921K -$152K -3,444 -15%
MWM
209
Mascoma Wealth Management
New Hampshire
$916K -$54.3K -1,231 -6%
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$904K -$10.4K -235 -1%
CWM
211
Connecticut Wealth Management
Connecticut
$891K -$208K -4,727 -19%
MIA
212
MainStreet Investment Advisors
Illinois
$878K -$45K -1,020 -5%
MA
213
Mutual Advisors
Nebraska
$875K +$82K +1,861 +10%
JPG
214
Jordan Park Group
California
$861K -$31.6K -716 -4%
MWM
215
Madrid Wealth Management
New Mexico
$854K +$852K +19,326 New
AAM
216
Ameraudi Asset Management
New York
$853K – – –
WS
217
Wedbush Securities
California
$852K +$20.1K +457 +2%
OFP
218
OLIO Financial Planning
Virginia
$850K -$6.13K -139 -0.7%
ATPW
219
Ashton Thomas Private Wealth
Arizona
$838K +$25.3K +574 +3%
CAM
220
Cresset Asset Management
Illinois
$830K +$132 +3 +0%
NF
221
Napier Financial
Massachusetts
$826K +$824K +18,693 New
CA
222
Cambridge Associates
Massachusetts
$824K +$822K +18,650 New
HWA
223
Hilltop Wealth Advisors
North Carolina
$821K -$62.1K -1,409 -7%
AGWCA
224
Annis Gardner Whiting Capital Advisors
Florida
$821K +$29.8K +677 +4%
OCA
225
OpenArc Corporate Advisory
Georgia
$814K +$812K +18,422 New
7 8
9
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