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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
351
First Foundation Advisors
California
$383K +$27.9K +382 +8%
BSW
352
Buckingham Strategic Wealth
Missouri
$383K -$13.4K -184 -3%
SC
353
Stephens Consulting
Michigan
$380K +$15K +205 +4%
MFG
354
Magnus Financial Group
New York
$380K +$6.64K +91 +2%
AWM
355
Apollon Wealth Management
South Carolina
$378K +$5.18K +71 +1%
CB
356
Community Bank
New York
$378K +$14.8K +203 +4%
LSA
357
L & S Advisors
California
$374K -$865K -11,854 -70%
AP
358
Appleton Partners
Massachusetts
$371K -$59K -809 -14%
SP
359
Symmetry Partners
Connecticut
$369K +$12.8K +175 +4%
NEPWA
360
New England Private Wealth Advisors
Massachusetts
$368K +$6.71K +92 +2%
AC
361
AlphaCore Capital
California
$366K +$37.8K +518 +12%
PMFA
362
Plante Moran Financial Advisors
Michigan
$366K +$11.7K +160 +3%
FFN
363
Focus Financial Network
Minnesota
$365K +$2.48K +34 +0.7%
CW
364
CreativeOne Wealth
Kansas
$360K -$32.7K -448 -8%
AP
365
Adero Partners
California
$360K – – –
SWM
366
Spire Wealth Management
Virginia
$355K +$87.4K +1,198 +33%
VNA
367
Valley National Advisers
Pennsylvania
$353K -$13.1K -180 -4%
FPAS
368
Focus Partners Advisor Solutions
Missouri
$352K -$43.5K -596 -11%
AFG
369
ABLE Financial Group
Arizona
$351K +$59.7K +818 +20%
IA
370
IFP Advisors
Florida
$350K +$54.6K +749 +18%
AA
371
Advisory Alpha
Michigan
$350K +$350K +4,794 New
IIC
372
Integrated Investment Consultants
Michigan
$348K +$348K +4,772 New
SFG
373
Sage Financial Group
Pennsylvania
$347K +$19K +261 +6%
PWA
374
Physician Wealth Advisors
Utah
$347K +$2.85K +39 +0.8%
PP
375
PDS Planning
Ohio
$344K +$49.2K +675 +17%
13 14
15
16 17