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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
351
DFPG Investments
Utah
$373K -$491K -6,819 -56%
FRA
352
Frank Rimerman Advisors
California
$370K – – –
TCM
353
Traynor Capital Management
Pennsylvania
$368K +$383K +5,320 New
BFP
354
Beacon Financial Planning
Massachusetts
$364K – – –
FPAS
355
Focus Partners Advisor Solutions
Missouri
$360K +$27.9K +387 +8%
CB
356
Community Bank
New York
$356K -$2.16K -30 -0.6%
AP
357
Appleton Partners
Massachusetts
$352K – – –
WSWA
358
Warren Street Wealth Advisors
California
$351K -$131K -1,826 -26%
SC
359
Stephens Consulting
Michigan
$350K -$10.7K -148 -3%
SP
360
Symmetry Partners
Connecticut
$350K -$72 -1 -0%
NEPWA
361
New England Private Wealth Advisors
Massachusetts
$349K – – –
AC
362
AlphaCore Capital
California
$347K – – –
PMFA
363
Plante Moran Financial Advisors
Michigan
$347K – – –
BJL
364
Brighton Jones LLC
Washington
$346K +$39K +542 +12%
AWM
365
Apollon Wealth Management
South Carolina
$345K -$13.6K -189 -4%
AP
366
Adero Partners
California
$341K – – –
SFG
367
Sage Financial Group
Pennsylvania
$340K +$11.3K +157 +3%
RW
368
Rede Wealth
Virginia
$337K +$24.3K +338 +7%
IA
369
IFP Advisors
Florida
$335K +$3.38K +47 +1%
FFN
370
Focus Financial Network
Minnesota
$335K -$11.3K -157 -3%
AA
371
Advisory Alpha
Michigan
$331K – – –
PP
372
PDS Planning
Ohio
$326K – – –
VNA
373
Valley National Advisers
Pennsylvania
$325K -$10.3K -143 -3%
CIA
374
Compass Ion Advisors
Pennsylvania
$320K +$333K +4,622 New
PWA
375
Physician Wealth Advisors
Utah
$315K -$12.7K -176 -4%
13 14
15
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