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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
251
NEPC LLC
Massachusetts
$1.16M – – –
SWA
252
Sax Wealth Advisors
New Jersey
$1.16M +$35K +387 +3%
HNB
253
Huntington National Bank
Ohio
$1.16M – – –
CCA
254
Cobblestone Capital Advisors
New York
$1.16M -$814 -9 -0.1%
IAG
255
Ipsen Advisor Group
Arkansas
$1.16M -$13.7K -151 -1%
ADL
256
Asset Dedication LLC
California
$1.15M -$45.2K -500 -4%
WAP
257
Wealthcare Advisory Partners
Pennsylvania
$1.14M +$102K +1,132 +10%
ACM
258
Armbruster Capital Management
New York
$1.13M +$22.6K +250 +2%
AFG
259
Atomi Financial Group
New York
$1.13M +$290K +3,202 +36%
FFA
260
Farther Finance Advisors
California
$1.12M +$443K +4,898 +68%
OIA
261
OneDigital Investment Advisors
Kansas
$1.11M +$47.9K +529 +5%
CFP
262
Cascade Financial Partners
California
$1.11M – – –
CFG
263
Carr Financial Group
Massachusetts
$1.09M -$7.15K -79 -0.7%
LA
264
LexAurum Advisors
Kansas
$1.07M +$49.8K +550 +5%
CFGA
265
Cambridge Financial Group (Arizona)
Arizona
$1.07M +$2.44K +27 +0.2%
BJL
266
Brighton Jones LLC
Washington
$1.06M -$4.25K -47 -0.4%
BFP
267
Brewster Financial Planning
New York
$1.06M – – –
SWM
268
SigFig Wealth Management
California
$1.05M +$139K +1,537 +16%
DE
269
Diversified Enterprises
Delaware
$1.04M -$4.71K -52 -0.5%
1SB
270
1ST Source Bank
Indiana
$1.01M +$1.45K +16 +0.1%
SFPM
271
Sensible Financial Planning & Management
Massachusetts
$1M -$35.6K -393 -4%
AAM
272
Ameraudi Asset Management
New York
$1M – – –
PPW
273
Presilium Private Wealth
Pennsylvania
$985K +$19.4K +214 +2%
QCG
274
Quadrant Capital Group
Ohio
$973K – – –
HIF
275
Hill Island Financial
Michigan
$973K +$199K +2,201 +27%
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11
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