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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
301
Plante Moran Financial Advisors
Michigan
$192K +$88K +1,168 +86%
PCG
302
Private Capital Group
Connecticut
$187K +$14K +186 +8%
WTC
303
WhitTier Trust Company
Nevada
$183K +$61.7K +819 +52%
SWG
304
Summit Wealth Group
Vermont
$178K +$176K +2,341 New
CFD
305
Creative Financial Designs
Indiana
$175K +$125K +1,662 +257%
HWMA
306
Heritage Wealth Management (Arizona)
Arizona
$172K +$171K +2,268 New
CPFP
307
Clear Perspectives Financial Planning
Ohio
$147K +$18.8K +250 +15%
TF
308
TimeScale Financial
Massachusetts
$146K +$5.2K +69 +4%
SWM
309
Sugarloaf Wealth Management
Georgia
$139K -$82.4K -1,094 -60%
ACA
310
Aptus Capital Advisors
Alabama
$138K -$4.59K -61 -3%
FCA
311
FinTrust Capital Advisors
South Carolina
$131K +$95.3K +1,265 +274%
WCM
312
Wealthcare Capital Management
Virginia
$123K +$123K +1,627 New
SIAP
313
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$114K – – –
HGWM
314
Harvest Group Wealth Management
Massachusetts
$103K +$97.7K +1,297 New
AWC
315
Abundance Wealth Counselors
Pennsylvania
$102K +$102K +1,350 New
GIA
316
Goodwin Investment Advisory
Georgia
$98K +$49.8K +661 +104%
CCM
317
Cribstone Capital Management
Maine
$92K +$8.28K +110 +10%
LWA
318
Lowe Wealth Advisors
Maryland
$91K – – –
AWM
319
AllSquare Wealth Management
New York
$90K – – –
DWMG
320
DB Wealth Management Group
California
$72K – – –
VFA
321
Valeo Financial Advisors
Indiana
$68K +$1.51K +20 +2%
MA
322
MCF Advisors
Kentucky
$66K +$28.1K +373 +75%
NFG
323
Next Financial Group
Texas
$64K +$5.5K +73 +10%
AIP
324
Ameritas Investment Partners
Nebraska
$57K – – –
RFA
325
Reilly Financial Advisors
California
$56K – – –
11 12
13
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