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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
376
DDFG Inc
California
$329K +$7.86K +111 +3%
WAM
377
WNY Asset Management
New York
$322K +$5.95K +84 +2%
PWA
378
Physician Wealth Advisors
Utah
$321K -$19.1K -270 -6%
DWG
379
Darden Wealth Group
Michigan
$321K +$301K +4,248 New
LW
380
Libra Wealth
California
$318K – – –
UL
381
Unionview LLC
Washington
$318K -$24.5K -346 -8%
FFA
382
Farther Finance Advisors
California
$317K +$1.98K +28 +0.7%
VHAM
383
Van Hulzen Asset Management
California
$316K – – –
RA
384
Regis Acquisition
Colorado
$313K +$293K +4,140 New
NC
385
Napatree Capital
Rhode Island
$313K +$293K +4,137 New
AGA
386
Arkos Global Advisors
Texas
$312K -$117K -1,649 -29%
CA
387
CGN Advisors
Kansas
$311K -$119K -1,682 -29%
FWP
388
Falcon Wealth Planning
California
$309K +$850 +12 +0.3%
CJFS
389
Coulter & Justus Financial Services
Tennessee
$309K – – –
KPWS
390
Kestra Private Wealth Services
Texas
$306K -$128K -1,809 -31%
WP
391
WealthSource Partners
California
$306K -$725K -10,233 -72%
BTWM
392
Baker Tilly Wealth Management
Wisconsin
$305K +$354 +5 +0.1%
WF
393
Warner Financial
Maryland
$304K +$637 +9 +0.2%
HDIM
394
Hanson & Doremus Investment Management
Vermont
$302K – – –
MNG
395
Manning & Napier Group
New York
$302K – – –
IAN
396
Integrated Advisors Network
Texas
$302K +$71 +1 +0%
WFA
397
Wade Financial Advisory
California
$298K +$22K +310 +9%
FWM
398
Fingerlakes Wealth Management
New York
$297K -$14K -198 -5%
CA
399
Cetera Advisors
Colorado
$297K -$292K -4,120 -51%
PP
400
PrairieView Partners
Minnesota
$296K +$3.54K +50 +1%
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