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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
276
Focus Partners Advisor Solutions
Missouri
$700K +$129K +1,625 +22%
OGF
277
Orin Green Financial
California
$693K +$698K +8,793 New
CPP
278
Capasso Planning Partners
South Carolina
$682K -$5K -63 -0.7%
CWP
279
Concord Wealth Partners
Virginia
$679K -$307K -3,868 -31%
WWM
280
Western Wealth Management
Colorado
$670K +$34.3K +432 +5%
EFL
281
ERn Financial LLC
Wisconsin
$668K +$19.5K +245 +3%
BHIA
282
Birch Hill Investment Advisors
Massachusetts
$667K +$24.8K +312 +4%
PIA
283
Perennial Investment Advisors
California
$665K +$313K +3,942 +88%
FFG
284
Frisch Financial Group
New York
$657K -$50.2K -632 -7%
BIA
285
Bell Investment Advisors
California
$653K +$10.2K +129 +2%
SG
286
Sharper & Granite
California
$651K -$8.34K -105 -1%
KWA
287
Kingswood Wealth Advisors
California
$645K +$49.4K +622 +8%
BSB
288
Bangor Savings Bank
Maine
$644K +$87K +1,096 +15%
EH
289
Equitable Holdings
New York
$641K -$40.4K -509 -6%
JWM
290
JFG Wealth Management
Colorado
$636K -$68.7K -865 -10%
WCFA
291
Walkner Condon Financial Advisors
Wisconsin
$635K -$19.4K -244 -3%
SWM
292
SeaCrest Wealth Management
New York
$634K +$430K +5,413 +206%
HB
293
HTLF Bank
Colorado
$631K +$59.6K +750 +10%
AWA
294
Aaron Wealth Advisors
Illinois
$624K +$15.8K +199 +3%
MF
295
Montis Financial
Massachusetts
$617K +$622K +7,828 New
ST
296
Sentinel Trust
Texas
$615K – – –
FCI
297
Financial Counselors Inc
Kansas
$610K -$3.97K -50 -0.6%
AI
298
Atria Investments
North Carolina
$602K +$607K +7,643 New
WDG
299
Wealth Dimensions Group
Ohio
$598K -$10.2K -129 -2%
WWM
300
WT Wealth Management
Arizona
$593K -$14.6K -184 -2%
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