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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
226
AllSquare Wealth Management
New York
$97K – – –
SIAP
227
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$95K -$39.8K -623 -29%
VNA
228
Valley National Advisers
Pennsylvania
$91K +$38.2K +599 +71%
LFG
229
LifePlan Financial Group
Ohio
$90K – – –
TPWA
230
TRUE Private Wealth Advisors
Oregon
$87K – – –
WP
231
WealthShield Partners
North Carolina
$82K – – –
AF
232
Advisornet Financial
Minnesota
$82K +$17K +266 +26%
GWM
233
Geneos Wealth Management
Colorado
$63K – – –
SIAS
234
Shine Investment Advisory Services
Colorado
$57K +$21.5K +337 +61%
VFA
235
Valeo Financial Advisors
Indiana
$53K – – –
AIP
236
Ameritas Investment Partners
Nebraska
$48K – – –
LC
237
Lindbrook Capital
California
$48K +$48.6K +762 New
NFG
238
Next Financial Group
Texas
$48K +$48.7K +763 New
RFA
239
Reilly Financial Advisors
California
$47K +$47.2K +740 New
CAL
240
Capital Analysts LLC
Pennsylvania
$46K +$13K +204 +39%
PCFFS
241
Pacific Center for Financial Services
California
$43K – – –
HFRG
242
Houlihan Financial Resource Group
Virginia
$42K +$38.3K +600 New
EIP
243
Ellis Investment Partners
Pennsylvania
$38K – – –
FCH
244
Freestone Capital Holdings
Washington
$37.1K +$37.3K +584 New
FP
245
Fiduciary Planning
Florida
$35K +$35.7K +559 New
F
246
F3Logic
Minnesota
$34.8K +$35K +549 New
MA
247
MCF Advisors
Kentucky
$31K – – –
RIM
248
Rockbridge Investment Management
New York
$28K +$27.8K +436 New
NSIM
249
North Star Investment Management
Illinois
$26K -$958 -15 -3%
IWP
250
IAG Wealth Partners
Wisconsin
$26K – – –
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