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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
401
Forum Financial Management
Illinois
$303K +$290K +3,789 New
TDWM
402
Topel & Distasi Wealth Management
California
$301K -$1.76K -23 -0.6%
PBF
403
Petix & Botte Financial
California
$301K +$289K +3,767 New
MFG
404
Mainsail Financial Group
Washington
$300K -$8.96K -117 -3%
DAS
405
Diversify Advisory Services
Utah
$297K +$286K +3,735 New
OBWP
406
O'Brien Wealth Partners
Massachusetts
$294K -$7.51K -98 -3%
SFG
407
SNS Financial Group
Minnesota
$292K -$16.4K -214 -6%
SOAG
408
Silver Oak Advisory Group
Oregon
$291K +$8.04K +105 +3%
EPP
409
ETF Portfolio Partners
Kansas
$291K +$3.14K +41 +1%
FHA
410
First Horizon Advisors
Tennessee
$290K – – –
DSN
411
D. Scott Neal
Kentucky
$288K – – –
RPSA
412
Richard P. Slaughter Associates
Texas
$286K +$6.28K +82 +2%
FFN
413
Focus Financial Network
Minnesota
$285K -$50.6K -660 -15%
ML
414
McAdam LLC
Pennsylvania
$285K +$24.8K +324 +10%
FNB
415
Farmers National Bank
Kentucky
$282K +$27.3K +357 +11%
MW
416
Marcum Wealth
Ohio
$279K – – –
SP
417
Symmetry Partners
Connecticut
$276K +$2.22K +29 +0.8%
BTWM
418
Baker Tilly Wealth Management
Wisconsin
$275K -$45.7K -596 -15%
AWA
419
ARQ Wealth Advisors
Arizona
$275K +$13.4K +175 +5%
MAA
420
Matrix Asset Advisors
New York
$275K -$7.81K -102 -3%
BRWA
421
B. Riley Wealth Advisors
Florida
$274K +$304K +3,968 New
RW
422
Rede Wealth
Virginia
$274K -$74.8K -977 -22%
MWS
423
Maxwell Wealth Strategies
California
$274K – – –
CFO
424
Callan Family Office
Pennsylvania
$274K +$262K +3,423 New
VHAM
425
Van Hulzen Asset Management
California
$272K -$59.8K -781 -19%
15 16
17
18 19