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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
376
Liberty Wealth Management
California
$6K +$5.81K +73 New
TIM
377
Tortoise Investment Management
New York
$5K – – –
ME
378
McIlrath & Eck
Washington
$4K – – –
TCWA
379
Ten Capital Wealth Advisors
Washington
$4K – – –
NFSG
380
Newbridge Financial Services Group
Florida
$4K +$80 +1 +2%
HPC
381
HM Payson & Co
Maine
$3K +$3.5K +44 New
CWA
382
Clearview Wealth Advisors
Oregon
$2K -$3.34K -42 -63%
WBC
383
West Branch Capital
Massachusetts
$2K +$1.75K +22 New
TFA
384
Toth Financial Advisory
Virginia
$1K – – –
GEA
385
Glen Eagle Advisors
New Jersey
$395 – – –
RCS
386
Retirement Capital Strategies
California
– -$1.3M -17,093 Closed
MKA
387
M. Kulyk & Associates
Georgia
– -$626K -8,248 Closed
OMC
388
Old Mission Capital
Illinois
– -$582K -7,664 Closed
WANY
389
Wealthspire Advisors (New York)
New York
– -$340K -4,482 Closed
UCFA
390
United Capital Financial Advisors
Texas
– -$263K -3,462 Closed
NL
391
NWAM LLC
Washington
– -$252K -3,324 Closed
SAG
392
Spotlight Asset Group
Illinois
– -$243K -3,206 Closed
TI
393
tru Independence
Oregon
– -$211K -2,718 Closed
TFA
394
TPG Financial Advisors
Oregon
– -$201K -2,642 Closed
WCM
395
Wealthcare Capital Management
Virginia
– -$123K -1,627 Closed
AWC
396
Abundance Wealth Counselors
Pennsylvania
– -$102K -1,350 Closed
VFA
397
Valeo Financial Advisors
Indiana
– -$68K -902 Closed
DWP
398
Destiny Wealth Partners
Florida
– -$50K -662 Closed
GRP
399
Global Retirement Partners
California
– -$48K -627 Closed
FP
400
Fiduciary Planning
Florida
– -$45K -587 Closed
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