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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
376
Milestone Investment Advisors
Wisconsin
$323K +$8.56K +122 +3%
SWA
377
Stratos Wealth Advisors
Ohio
$319K +$311K +4,434 New
ACA
378
Atlas Capital Advisors
Wyoming
$316K -$63.2K -900 -17%
MRC
379
Millburn Ridgefield Corp
New York
$316K +$309K +4,396 New
KFSC
380
Keystone Financial Services (Colorado)
Colorado
$313K -$12.8K -182 -4%
JAG
381
Journey Advisory Group
Kentucky
$312K +$305K +4,347 New
T
382
TrueFG
Texas
$311K -$24.4K -347 -7%
CA
383
Cambridge Associates
Massachusetts
$311K +$304K +4,329 New
VC
384
Veracity Capital
Georgia
$301K +$37K +527 +14%
WWM
385
WT Wealth Management
Arizona
$301K -$33.7K -480 -10%
VHAM
386
Van Hulzen Asset Management
California
$300K – – –
FWM
387
Fingerlakes Wealth Management
New York
$299K -$11.5K -164 -4%
RW
388
Rede Wealth
Virginia
$297K +$18.3K +261 +7%
YIH
389
Y-Intercept (HK)
Hong Kong
$297K +$290K +4,134 New
PCMC
390
Private Capital Management (Colorado)
Colorado
$296K -$134K -1,916 -32%
PFA
391
Pathway Financial Advisors
Vermont
$296K – – –
UL
392
Unionview LLC
Washington
$295K +$1.54K +22 +0.5%
WF
393
Warner Financial
Maryland
$294K +$70 +1 +0%
CJFS
394
Coulter & Justus Financial Services
Tennessee
$294K – – –
BTWM
395
Baker Tilly Wealth Management
Wisconsin
$291K +$8.14K +116 +3%
PP
396
PDS Planning
Ohio
$290K -$5.97K -85 -2%
MA
397
MONECO Advisors
Connecticut
$287K +$281K +4,000 New
HDIM
398
Hanson & Doremus Investment Management
Vermont
$287K -$4.42K -63 -2%
AFG
399
ABLE Financial Group
Arizona
$287K +$280K +3,993 New
EPP
400
ETF Portfolio Partners
Kansas
$284K +$1.26K +18 +0.5%
14 15
16
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