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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
251
Relyea Zuckerberg Hanson
Connecticut
$625K +$254K +3,374 +64%
LFG
252
Leverty Financial Group
Wisconsin
$616K +$613K +8,138 +3,554%
CCA
253
Cobblestone Capital Advisors
New York
$615K +$53.6K +712 +9%
SIC
254
Sigma Investment Counselors
Michigan
$613K – – –
BCWM
255
Bartlett & Co Wealth Management
Ohio
$608K +$248K +3,289 +66%
BC
256
Bartlett & Co
Ohio
$608K +$248K +3,289 +66%
WA
257
Wealth Alliance
New York
$601K -$237K -3,143 -28%
EFL
258
ERn Financial LLC
Wisconsin
$600K +$129K +1,713 +27%
CPP
259
Capasso Planning Partners
South Carolina
$597K +$57.2K +759 +10%
WWM
260
WT Wealth Management
Arizona
$593K +$31.1K +413 +5%
LWMG
261
Levy Wealth Management Group
Pennsylvania
$590K +$131K +1,745 +28%
SWP
262
Stratos Wealth Partners
Ohio
$583K +$10.8K +144 +2%
MMA
263
Miracle Mile Advisors
California
$576K +$589K +7,818 New
BMD
264
Better Money Decisions
New Mexico
$575K -$53.1K -705 -8%
GWA
265
GGM Wealth Advisors
Maryland
$573K – – –
WDG
266
Wealth Dimensions Group
Ohio
$570K – – –
PA
267
Planning Alternatives
Michigan
$569K +$61.5K +816 +12%
OPS
268
Orion Portfolio Solutions
Nebraska
$565K -$421K -5,595 -42%
CWM
269
Congress Wealth Management
Massachusetts
$565K +$33.6K +446 +6%
JFGLC
270
Johnson Financial Group LLC (Colorado)
Colorado
$555K – – –
IFAM
271
Institutional & Family Asset Management
Colorado
$547K -$28.5K -379 -5%
LFA
272
Level Financial Advisors
New York
$546K – – –
MNG
273
Manning & Napier Group
New York
$544K – – –
AP
274
Appleton Partners
Massachusetts
$540K +$6.03K +80 +1%
WFA
275
Wipfli Financial Advisors
Wisconsin
$537K +$549K +7,285 New
9 10
11
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