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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
376
Bogart Wealth LLC
Virginia
$330K +$37.2K +525 +14%
DI
377
DDFG Inc
California
$329K +$7.86K +111 +3%
WAM
378
WNY Asset Management
New York
$322K +$5.95K +84 +2%
PWA
379
Physician Wealth Advisors
Utah
$321K -$19.1K -270 -6%
DWG
380
Darden Wealth Group
Michigan
$321K +$301K +4,248 New
LW
381
Libra Wealth
California
$318K – – –
UL
382
Unionview LLC
Washington
$318K -$24.5K -346 -8%
FFA
383
Farther Finance Advisors
California
$317K +$1.98K +28 +0.7%
VHAM
384
Van Hulzen Asset Management
California
$316K – – –
RA
385
Regis Acquisition
Colorado
$313K +$293K +4,140 New
NC
386
Napatree Capital
Rhode Island
$313K +$293K +4,137 New
AGA
387
Arkos Global Advisors
Texas
$312K -$117K -1,649 -29%
CA
388
CGN Advisors
Kansas
$311K -$119K -1,682 -29%
FWP
389
Falcon Wealth Planning
California
$309K +$850 +12 +0.3%
CJFS
390
Coulter & Justus Financial Services
Tennessee
$309K – – –
KPWS
391
Kestra Private Wealth Services
Texas
$306K -$128K -1,809 -31%
WP
392
WealthSource Partners
California
$306K -$725K -10,233 -72%
BTWM
393
Baker Tilly Wealth Management
Wisconsin
$305K +$354 +5 +0.1%
WF
394
Warner Financial
Maryland
$304K +$637 +9 +0.2%
HDIM
395
Hanson & Doremus Investment Management
Vermont
$302K – – –
MNG
396
Manning & Napier Group
New York
$302K – – –
IAN
397
Integrated Advisors Network
Texas
$302K +$71 +1 +0%
WFA
398
Wade Financial Advisory
California
$298K +$22K +310 +9%
FWM
399
Fingerlakes Wealth Management
New York
$297K -$14K -198 -5%
CA
400
Cetera Advisors
Colorado
$297K -$292K -4,120 -51%
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