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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
251
Merit Financial Group
Georgia
$704K -$16.3K -260 -2%
NFP
252
NorthLanding Financial Partners
New York
$700K +$121K +1,919 +22%
CT
253
Cambridge Trust
Massachusetts
$695K +$21.1K +336 +3%
BCI
254
Brinker Capital Investments
Pennsylvania
$688K -$19.3K -308 -3%
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$687K +$56.6K +902 +9%
TFS
256
TrustCore Financial Services
Tennessee
$686K +$105K +1,666 +19%
BFM
257
Boston Financial Management
Massachusetts
$684K -$14.4K -229 -2%
HWA
258
Heritage Wealth Advisors
Virginia
$682K +$1.07K +17 +0.2%
ACM
259
Armbruster Capital Management
New York
$675K +$173K +2,750 +37%
CCA
260
Cobblestone Capital Advisors
New York
$675K +$9.48K +151 +1%
HWMA
261
Heritage Wealth Management (Arizona)
Arizona
$670K +$318K +5,057 +99%
MM
262
Main Management
California
$651K – – –
QCG
263
Quadrant Capital Group
Ohio
$647K +$107K +1,700 +21%
V
264
Veritable
Delaware
$640K – – –
CPP
265
Capasso Planning Partners
South Carolina
$637K +$58.6K +933 +11%
TWA
266
Tillar-Wenstrup Advisors
Ohio
$633K +$25.4K +405 +4%
BB
267
Bell Bank
North Dakota
$629K -$19.4K -309 -3%
WFAG
268
Wescott Financial Advisory Group
Pennsylvania
$624K +$184K +2,922 +44%
BP
269
BBR Partners
New York
$611K +$584K +9,293 New
SWP
270
Stratos Wealth Partners
Ohio
$594K +$50.7K +807 +10%
BFA
271
Bragg Financial Advisors
North Carolina
$592K +$61K +971 +12%
BWM
272
Bulltick Wealth Management
Florida
$590K -$255K -4,057 -31%
AWS
273
AJ Wealth Strategies
New York
$588K -$375K -5,965 -40%
JWM
274
JFG Wealth Management
Colorado
$587K +$561K +8,934 New
CA
275
Cetera Advisors
Colorado
$587K +$327K +5,213 +140%
9 10
11
12 13