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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
276
Pathway Financial Advisors
Vermont
$1.29M +$454K +4,470 +56%
FWP
277
Falcon Wealth Planning
California
$1.27M -$173K -1,699 -12%
PMFA
278
Plante Moran Financial Advisors
Michigan
$1.25M +$406 +4 +0%
CFG
279
Carr Financial Group
Massachusetts
$1.24M +$14.8K +146 +1%
OIA
280
OneDigital Investment Advisors
Kansas
$1.24M +$20.7K +204 +2%
CAG
281
Crestwood Advisors Group
Massachusetts
$1.23M -$20.2K -199 -2%
MIA
282
MainStreet Investment Advisors
Illinois
$1.22M +$19.8K +195 +2%
FG
283
Foster Group
Iowa
$1.21M +$8.23K +81 +0.7%
1SB
284
1ST Source Bank
Indiana
$1.2M +$48.2K +474 +4%
VT
285
Vise Technologies
New York
$1.19M +$284K +2,793 +32%
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$1.19M -$4.06K -40 -0.3%
RRA
287
Red Reef Advisors
Florida
$1.18M +$14.6K +144 +1%
FF
288
Francis Financial
$1.18M +$1.17M +11,475 New
DE
289
Diversified Enterprises
Delaware
$1.16M +$7.72K +76 +0.7%
BFP
290
Brewster Financial Planning
New York
$1.16M +$11.3K +111 +1%
DAS
291
Dynamic Advisor Solutions
Arizona
$1.15M -$148K -1,457 -12%
XPN
292
XY Planning Network
Montana
$1.15M +$52.6K +518 +5%
UCFA
293
United Capital Financial Advisors
Texas
$1.15M -$472K -4,644 -29%
MKA
294
M. Kulyk & Associates
Georgia
$1.15M -$169K -1,659 -13%
PPW
295
Presilium Private Wealth
Pennsylvania
$1.12M +$21.2K +209 +2%
LA
296
LexAurum Advisors
Kansas
$1.11M -$124K -1,223 -10%
AAM
297
Ameraudi Asset Management
New York
$1.11M – – –
ADL
298
Asset Dedication LLC
California
$1.1M -$37.2K -366 -3%
CFGA
299
Cambridge Financial Group (Arizona)
Arizona
$1.09M -$30.4K -299 -3%
ML
300
McAdam LLC
Pennsylvania
$1.08M +$37K +364 +4%
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