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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
251
Leverty Financial Group
Wisconsin
$616K +$613K +8,138 +3,554%
CCA
252
Cobblestone Capital Advisors
New York
$615K +$53.6K +712 +9%
SIC
253
Sigma Investment Counselors
Michigan
$613K – – –
BCWM
254
Bartlett & Co Wealth Management
Ohio
$608K +$248K +3,289 +66%
BC
255
Bartlett & Co
Ohio
$608K +$248K +3,289 +66%
WA
256
Wealth Alliance
New York
$601K -$237K -3,143 -28%
EFL
257
ERn Financial LLC
Wisconsin
$600K +$129K +1,713 +27%
CPP
258
Capasso Planning Partners
South Carolina
$597K +$57.2K +759 +10%
WWM
259
WT Wealth Management
Arizona
$593K +$31.1K +413 +5%
LWMG
260
Levy Wealth Management Group
Pennsylvania
$590K +$131K +1,745 +28%
SWP
261
Stratos Wealth Partners
Ohio
$583K +$10.8K +144 +2%
MMA
262
Miracle Mile Advisors
California
$576K +$589K +7,818 New
BMD
263
Better Money Decisions
New Mexico
$575K -$53.1K -705 -8%
GWA
264
GGM Wealth Advisors
Maryland
$573K – – –
WDG
265
Wealth Dimensions Group
Ohio
$570K – – –
PA
266
Planning Alternatives
Michigan
$569K +$61.5K +816 +12%
OPS
267
Orion Portfolio Solutions
Nebraska
$565K -$421K -5,595 -42%
CWM
268
Congress Wealth Management
Massachusetts
$565K +$33.6K +446 +6%
JFGLC
269
Johnson Financial Group LLC (Colorado)
Colorado
$555K – – –
IFAM
270
Institutional & Family Asset Management
Colorado
$547K -$28.5K -379 -5%
LFA
271
Level Financial Advisors
New York
$546K – – –
MNG
272
Manning & Napier Group
New York
$544K – – –
AP
273
Appleton Partners
Massachusetts
$540K +$6.03K +80 +1%
WFA
274
Wipfli Financial Advisors
Wisconsin
$537K +$549K +7,285 New
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$535K -$226 -3 -0%
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11
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