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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
UL
376
Unionview LLC
Washington
$315K -$6.91K -96 -2%
KFP
377
KB Financial Partners
New Jersey
$314K – – –
PIA
378
Perennial Investment Advisors
California
$307K -$62.4K -867 -16%
PFA
379
Pathway Financial Advisors
Vermont
$306K +$22.2K +309 +8%
T
380
TrueFG
Texas
$303K +$3.46K +48 +1%
MA
381
MONECO Advisors
Connecticut
$302K +$25.4K +353 +9%
RIA
382
Regal Investment Advisors
Michigan
$301K -$177K -2,464 -36%
AFG
383
ABLE Financial Group
Arizona
$300K -$33.6K -466 -10%
JF
384
JSF Financial
California
$299K +$86.3K +1,199 +38%
OBWG
385
Onyx Bridge Wealth Group
New York
$299K -$726K -10,082 -70%
DI
386
DDFG Inc
California
$294K +$74.7K +1,038 +32%
LW
387
Libra Wealth
California
$291K – – –
BSB
388
Bangor Savings Bank
Maine
$290K – – –
VC
389
Veracity Capital
Georgia
$289K -$6.48K -90 -2%
VHAM
390
Van Hulzen Asset Management
California
$289K – – –
WAM
391
WNY Asset Management
New York
$289K +$301K +4,175 New
FFA
392
Farther Finance Advisors
California
$288K +$19.6K +272 +7%
SCA
393
Snowden Capital Advisors
New York
$286K -$118K -1,633 -28%
FWM
394
Fingerlakes Wealth Management
New York
$286K -$936 -13 -0.3%
MNG
395
Manning & Napier Group
New York
$284K – – –
CJFS
396
Coulter & Justus Financial Services
Tennessee
$283K – – –
FWP
397
Falcon Wealth Planning
California
$282K +$43.4K +603 +17%
BTWM
398
Baker Tilly Wealth Management
Wisconsin
$279K -$7.85K -109 -3%
WF
399
Warner Financial
Maryland
$277K – – –
IAN
400
Integrated Advisors Network
Texas
$276K – – –
14 15
16
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