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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
351
Sage Financial Group
Pennsylvania
$351K +$4.9K +78 +1%
ACA
352
Atlas Capital Advisors
Wyoming
$348K -$6.09K -97 -2%
MPW
353
MA Private Wealth
California
$342K +$89.4K +1,423 +38%
CPO
354
Cerity Partners OCIO
New York
$340K +$325K +5,169 New
BFP
355
Beacon Financial Planning
Massachusetts
$340K +$325K +5,171 New
GAM
356
Gemmer Asset Management
California
$340K -$4.52K -72 -1%
KFP
357
KB Financial Partners
New Jersey
$339K -$24.5K -390 -7%
SWPG
358
Strategic Wealth Partners Group
Illinois
$334K +$816 +13 +0.3%
OIA
359
OneDigital Investment Advisors
Kansas
$333K -$233K -3,703 -42%
SC
360
Stephens Consulting
Michigan
$333K +$253K +4,026 +389%
OPS
361
Orion Portfolio Solutions
Nebraska
$332K -$10.4K -166 -3%
NEPWA
362
New England Private Wealth Advisors
Massachusetts
$329K +$4.4K +70 +1%
TF
363
TimeScale Financial
Massachusetts
$326K +$63 +1 +0%
KFSC
364
Keystone Financial Services (Colorado)
Colorado
$326K -$11.2K -179 -4%
AP
365
Adero Partners
California
$324K -$1.56M -24,770 -83%
FFN
366
Focus Financial Network
Minnesota
$324K +$10.6K +169 +4%
TPCW
367
TD Private Client Wealth
New York
$324K +$565 +9 +0.2%
SP
368
Symmetry Partners
Connecticut
$321K -$64.7K -1,030 -17%
WFA
369
Wade Financial Advisory
California
$321K -$444K -7,075 -59%
CB
370
Community Bank
New York
$321K -$19.2K -305 -6%
FFA
371
First Foundation Advisors
California
$320K +$57.5K +916 +23%
AWA
372
Aaron Wealth Advisors
Illinois
$317K -$78.1K -1,243 -21%
GG
373
Gofen & Glossberg
Illinois
$316K +$302K +4,805 New
RCAG
374
Rehmann Capital Advisory Group
Michigan
$316K +$302K +4,805 New
AC
375
AlphaCore Capital
California
$310K +$71.3K +1,136 +32%
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15
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