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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
376
Signature Estate & Investment Advisors
California
$357K +$11.3K +142 +3%
DI
377
DDFG Inc
California
$354K -$20.2K -254 -5%
SAM
378
Sherman Asset Management
California
$353K +$369K +4,638 New
HT
379
Heritage Trust
Oklahoma
$352K +$368K +4,627 New
CIA
380
Compass Ion Advisors
Pennsylvania
$352K – – –
TF
381
TME Financial
California
$350K +$331K +4,162 New
SFG
382
SNS Financial Group
Minnesota
$350K +$15.5K +195 +4%
ISFAN
383
Investor's Fiduciary Advisor Network
Washington
$342K +$358K +4,499 New
MWP
384
Moller Wealth Partners
$341K – – –
WFA
385
Wade Financial Advisory
California
$340K +$57.2K +719 +19%
NC
386
Napatree Capital
Rhode Island
$340K -$2.79K -35 -0.8%
CFO
387
Callan Family Office
Pennsylvania
$337K +$78.8K +990 +29%
MGP
388
Metis Global Partners
California
$334K +$12.4K +156 +4%
MFA
389
Morling Financial Advisors
California
$334K +$25.1K +315 +8%
SIA
390
SkyView Investment Advisors
New Jersey
$331K -$1.91K -24 -0.5%
WAM
391
WNY Asset Management
New York
$328K +$1.83K +23 +0.5%
MWM
392
Merriman Wealth Management
Washington
$327K +$342K +4,296 New
UL
393
Unionview LLC
Washington
$325K +$3.42K +43 +1%
VWM
394
Verus Wealth Management
Wisconsin
$324K +$339K +4,260 New
FWM
395
Fingerlakes Wealth Management
New York
$324K +$16.1K +202 +5%
DWG
396
Darden Wealth Group
Michigan
$322K – – –
MADFP
397
Michael A Dubis Financial Planning
Wisconsin
$318K +$332K +4,170 New
BCI
398
Brinker Capital Investments
Pennsylvania
$318K -$1.6M -20,081 -83%
OPS
399
Orion Portfolio Solutions
Nebraska
$318K -$1.6M -20,081 -83%
MOS
400
MGO One Seven
Ohio
$317K -$24.2K -304 -7%
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16
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