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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
351
Community Bank
New York
$407K -$1.15K -15 -0.3%
SC
352
Stephens Consulting
Michigan
$406K +$2.15K +28 +0.6%
PP
353
PDS Planning
Ohio
$403K +$4.52K +59 +1%
BFP
354
Brewster Financial Planning
New York
$402K – – –
CA
355
CGN Advisors
Kansas
$402K +$70K +914 +22%
PMFA
356
Plante Moran Financial Advisors
Michigan
$401K – – –
WCF
357
West Coast Financial
California
$401K – – –
AP
358
Adero Partners
California
$394K – – –
SB
359
Simmons Bank
Arkansas
$394K -$211K -2,755 -36%
MIA
360
Milestone Investment Advisors
Wisconsin
$391K -$138K -1,800 -27%
FWP
361
Falcon Wealth Planning
California
$379K +$49.9K +651 +16%
LFG
362
Leverty Financial Group
Wisconsin
$375K -$59.4K -775 -14%
OBWG
363
Onyx Bridge Wealth Group
New York
$371K -$662K -8,648 -65%
CIA
364
Compass Ion Advisors
Pennsylvania
$369K – – –
PFA
365
Pathway Financial Advisors
Vermont
$363K +$8.58K +112 +3%
AFG
366
ABLE Financial Group
Arizona
$360K -$2.99K -39 -0.9%
JF
367
JSF Financial
California
$359K -$30.3K -395 -8%
PIA
368
Perennial Investment Advisors
California
$359K +$2.83K +37 +0.8%
T
369
TrueFG
Texas
$359K +$1.15K +15 +0.3%
SIA
370
SkyView Investment Advisors
New Jersey
$355K +$340K +4,440 New
PFGIA
371
Patriot Financial Group Insurance Agency
Massachusetts
$351K -$23K -300 -6%
BWL
372
Bogart Wealth LLC
Virginia
$349K +$77 +1 +0%
WAM
373
WNY Asset Management
New York
$345K +$4.83K +63 +1%
AAS
374
Avantax Advisory Services
Texas
$344K -$16.6K -217 -5%
SEIA
375
Signature Estate & Investment Advisors
California
$340K +$92.3K +1,205 +40%
13 14
15
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