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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
251
Buckingham Strategic Wealth
Missouri
$597K +$283K +4,151 +77%
RW
252
REDW Wealth
New Mexico
$588K +$2.94K +43 +0.5%
SCA
253
Snowden Capital Advisors
New York
$585K -$3.82K -56 -0.6%
BCWM
254
Bartlett & Co Wealth Management
Ohio
$580K +$67.7K +992 +12%
BC
255
Bartlett & Co
Ohio
$580K +$67.7K +992 +12%
KCM
256
Karp Capital Management
California
$568K – – –
PFGIA
257
Patriot Financial Group Insurance Agency
Massachusetts
$562K -$88.7K -1,300 -13%
CCA
258
Cobblestone Capital Advisors
New York
$561K +$40.4K +592 +7%
NEGWA
259
New England Guild Wealth Advisors
Connecticut
$554K +$9.01K +132 +2%
WWM
260
WT Wealth Management
Arizona
$548K +$47K +688 +9%
BAM
261
Baldrige Asset Management
Pennsylvania
$541K +$372K +5,450 +172%
SIC
262
Sigma Investment Counselors
Michigan
$532K +$10.2K +150 +2%
CPP
263
Capasso Planning Partners
South Carolina
$530K +$24.2K +354 +4%
APW
264
Austin Private Wealth
Texas
$520K +$105K +1,540 +23%
AWM
265
AE Wealth Management
Kansas
$514K +$122K +1,789 +28%
QCG
266
Quadrant Capital Group
Ohio
$511K -$135K -1,974 -20%
CAM
267
Crestone Asset Management
Colorado
$507K -$93.6K -1,372 -15%
SWP
268
Stratos Wealth Partners
Ohio
$505K +$9.21K +135 +2%
LFA
269
Level Financial Advisors
New York
$503K +$42.2K +618 +8%
BFA
270
Bragg Financial Advisors
North Carolina
$502K +$136K +1,991 +33%
MBT
271
Montecito Bank & Trust
California
$499K +$52.6K +770 +11%
MNG
272
Manning & Napier Group
New York
$496K – – –
EFL
273
ERn Financial LLC
Wisconsin
$494K -$17.9K -262 -3%
HWA
274
Heritage Wealth Advisors
Virginia
$494K +$279K +4,090 +108%
AIM
275
Acropolis Investment Management
Missouri
$494K +$537K +7,866 New
9 10
11
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