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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
351
Avantax Advisory Services
Texas
$437K +$30.9K +382 +8%
AP
352
Appleton Partners
Massachusetts
$435K -$4.85K -60 -1%
JF
353
JSF Financial
California
$434K – – –
WC
354
Weil Company
California
$432K – – –
BFP
355
Brewster Financial Planning
New York
$430K – – –
BOH
356
Bank of Hawaii
Hawaii
$429K -$970 -12 -0.2%
AFG
357
ABLE Financial Group
Arizona
$424K +$970 +12 +0.2%
UCFA
358
United Capital Financial Advisors
Texas
$423K +$4.12K +51 +1%
WCF
359
West Coast Financial
California
$422K – – –
AP
360
Adero Partners
California
$415K – – –
DI
361
DDFG Inc
California
$413K -$12.7K -157 -3%
MIA
362
Milestone Investment Advisors
Wisconsin
$412K – – –
NEPWA
363
New England Private Wealth Advisors
Massachusetts
$406K -$30.2K -374 -7%
AWM
364
Apollon Wealth Management
South Carolina
$397K +$43.1K +534 +13%
CIA
365
Compass Ion Advisors
Pennsylvania
$389K – – –
SEIA
366
Signature Estate & Investment Advisors
California
$383K -$60.8K -752 -14%
FFA
367
Farther Finance Advisors
California
$383K -$2.26K -28 -0.6%
T
368
TrueFG
Texas
$381K +$2.02K +25 +0.6%
NC
369
Napatree Capital
Rhode Island
$378K +$28.8K +357 +9%
MWP
370
Moller Wealth Partners
$377K +$95.7K +1,184 +36%
MOS
371
MGO One Seven
Ohio
$376K +$62.2K +770 +21%
FCG
372
Fielder Capital Group
Tennessee
$370K +$356K +4,400 New
SFG
373
SNS Financial Group
Minnesota
$370K +$4.44K +55 +1%
SIA
374
SkyView Investment Advisors
New Jersey
$366K -$1.46K -18 -0.4%
WAM
375
WNY Asset Management
New York
$360K +$1.05K +13 +0.3%
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