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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
376
Sage Financial Group
Pennsylvania
$323K -$59.2K -843 -16%
MIA
377
Milestone Investment Advisors
Wisconsin
$323K +$8.56K +122 +3%
SWA
378
Stratos Wealth Advisors
Ohio
$319K +$311K +4,434 New
ACA
379
Atlas Capital Advisors
Wyoming
$316K -$63.2K -900 -17%
MRC
380
Millburn Ridgefield Corp
New York
$316K +$309K +4,396 New
KFSC
381
Keystone Financial Services (Colorado)
Colorado
$313K -$12.8K -182 -4%
JAG
382
Journey Advisory Group
Kentucky
$312K +$305K +4,347 New
T
383
TrueFG
Texas
$311K -$24.4K -347 -7%
CA
384
Cambridge Associates
Massachusetts
$311K +$304K +4,329 New
VC
385
Veracity Capital
Georgia
$301K +$37K +527 +14%
WWM
386
WT Wealth Management
Arizona
$301K -$33.7K -480 -10%
VHAM
387
Van Hulzen Asset Management
California
$300K – – –
FWM
388
Fingerlakes Wealth Management
New York
$299K -$11.5K -164 -4%
RW
389
Rede Wealth
Virginia
$297K +$18.3K +261 +7%
YIH
390
Y-Intercept (HK)
Hong Kong
$297K +$290K +4,134 New
PCMC
391
Private Capital Management (Colorado)
Colorado
$296K -$134K -1,916 -32%
PFA
392
Pathway Financial Advisors
Vermont
$296K – – –
UL
393
Unionview LLC
Washington
$295K +$1.54K +22 +0.5%
WF
394
Warner Financial
Maryland
$294K +$70 +1 +0%
CJFS
395
Coulter & Justus Financial Services
Tennessee
$294K – – –
BTWM
396
Baker Tilly Wealth Management
Wisconsin
$291K +$8.14K +116 +3%
PP
397
PDS Planning
Ohio
$290K -$5.97K -85 -2%
MA
398
MONECO Advisors
Connecticut
$287K +$281K +4,000 New
HDIM
399
Hanson & Doremus Investment Management
Vermont
$287K -$4.42K -63 -2%
AFG
400
ABLE Financial Group
Arizona
$287K +$280K +3,993 New
14 15
16
17 18