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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
351
Stephens Consulting
Michigan
$406K +$2.15K +28 +0.6%
PP
352
PDS Planning
Ohio
$403K +$4.52K +59 +1%
BFP
353
Brewster Financial Planning
New York
$402K – – –
CA
354
CGN Advisors
Kansas
$402K +$70K +914 +22%
PMFA
355
Plante Moran Financial Advisors
Michigan
$401K – – –
WCF
356
West Coast Financial
California
$401K – – –
AP
357
Adero Partners
California
$394K – – –
SB
358
Simmons Bank
Arkansas
$394K -$211K -2,755 -36%
MIA
359
Milestone Investment Advisors
Wisconsin
$391K -$138K -1,800 -27%
FWP
360
Falcon Wealth Planning
California
$379K +$49.9K +651 +16%
LFG
361
Leverty Financial Group
Wisconsin
$375K -$59.4K -775 -14%
OBWG
362
Onyx Bridge Wealth Group
New York
$371K -$662K -8,648 -65%
CIA
363
Compass Ion Advisors
Pennsylvania
$369K – – –
PFA
364
Pathway Financial Advisors
Vermont
$363K +$8.58K +112 +3%
AFG
365
ABLE Financial Group
Arizona
$360K -$2.99K -39 -0.9%
JF
366
JSF Financial
California
$359K -$30.3K -395 -8%
PIA
367
Perennial Investment Advisors
California
$359K +$2.83K +37 +0.8%
T
368
TrueFG
Texas
$359K +$1.15K +15 +0.3%
SIA
369
SkyView Investment Advisors
New Jersey
$355K +$340K +4,440 New
PFGIA
370
Patriot Financial Group Insurance Agency
Massachusetts
$351K -$23K -300 -6%
BWL
371
Bogart Wealth LLC
Virginia
$349K +$77 +1 +0%
WAM
372
WNY Asset Management
New York
$345K +$4.83K +63 +1%
AAS
373
Avantax Advisory Services
Texas
$344K -$16.6K -217 -5%
SEIA
374
Signature Estate & Investment Advisors
California
$340K +$92.3K +1,205 +40%
DWG
375
Darden Wealth Group
Michigan
$338K -$1.15K -15 -0.4%
13 14
15
16 17