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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
251
RHS Financial
California
$1.41M -$17.3K -183 -1%
SAI
252
Savvy Advisors Inc
New York
$1.4M +$687K +7,292 +97%
CAL
253
Capital Analysts LLC
Pennsylvania
$1.4M +$23.8K +253 +2%
AFG
254
Atomi Financial Group
New York
$1.4M +$245K +2,596 +21%
CT
255
Coastline Trust
Rhode Island
$1.4M +$29.7K +315 +2%
EGWAG
256
Elwood & Goetz Wealth Advisory Group
Georgia
$1.37M -$305K -3,239 -18%
CWMK
257
Caliber Wealth Management (Kansas)
Kansas
$1.35M +$11.1K +118 +0.8%
WFAG
258
Wescott Financial Advisory Group
Pennsylvania
$1.35M +$107K +1,132 +9%
FWP
259
Falcon Wealth Planning
California
$1.35M -$23.3K -247 -2%
SDWMA
260
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.34M – – –
AIFS
261
A&I Financial Services
Colorado
$1.33M +$36.6K +388 +3%
HNB
262
Huntington National Bank
Ohio
$1.31M – – –
DAS
263
Dynamic Advisor Solutions
Arizona
$1.31M -$1.09M -11,595 -46%
OFG
264
Omega Financial Group
California
$1.31M -$34.7K -368 -3%
PIA
265
Perennial Investment Advisors
California
$1.29M -$62.8K -666 -5%
SWP
266
Stratos Wealth Partners
Ohio
$1.29M -$12.4K -132 -1%
AWM
267
Aprio Wealth Management
Georgia
$1.27M +$39.4K +418 +3%
NL
268
NEPC LLC
Massachusetts
$1.27M +$79.7K +845 +7%
BCI
269
Brinker Capital Investments
Pennsylvania
$1.23M -$78.8K -836 -6%
HAG
270
HF Advisory Group
Maryland
$1.21M +$25.2K +267 +2%
A
271
Argentarii
Ohio
$1.18M +$1.17M +12,398 New
IAG
272
Ipsen Advisor Group
Arkansas
$1.17M -$6.79K -72 -0.6%
ADL
273
Asset Dedication LLC
California
$1.17M -$6.88K -73 -0.6%
ACM
274
Armbruster Capital Management
New York
$1.16M +$3.21K +34 +0.3%
AFC
275
Avise Financial Cooperative
California
$1.16M +$1.15M +12,173 New
9 10
11
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