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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
426
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$119K – – –
AF
427
Advisornet Financial
Minnesota
$107K +$46.8K +588 +78%
EC
428
Estate Counselors
Wisconsin
$106K +$107K +1,340 New
HGWM
429
Harvest Group Wealth Management
Massachusetts
$103K – – –
CCM
430
Cribstone Capital Management
Maine
$97K +$1.11K +14 +1%
LWA
431
Lowe Wealth Advisors
Maryland
$95K – – –
MA
432
MUFG Americas
New York
$92K +$4.06K +51 +5%
AWM
433
AllSquare Wealth Management
New York
$87K – – –
RIM
434
Rockbridge Investment Management
New York
$82K +$38.5K +484 +88%
GC
435
Gould Capital
Washington
$81K +$81.4K +1,022 New
BCM
436
Bourgeon Capital Management
Connecticut
$78K +$6.13K +77 +9%
BA
437
Bellwether Advisors
Nebraska
$77K – – –
DWMG
438
DB Wealth Management Group
California
$75K – – –
SC
439
Stephens Consulting
Michigan
$71.6K +$71.7K +901 New
CWS
440
Confluence Wealth Services
Pennsylvania
$68K +$69.1K +868 New
GWM
441
Geneos Wealth Management
Colorado
$65K -$29.5K -370 -31%
PP
442
PrairieView Partners
Minnesota
$64K +$63.9K +803 New
AA
443
Ancora Advisors
Ohio
$61K -$1.19K -15 -2%
S
444
SignatureFD
Georgia
$61K +$796 +10 +1%
RFA
445
Reilly Financial Advisors
California
$59K – – –
AIP
446
Ameritas Investment Partners
Nebraska
$56K -$4.38K -55 -7%
MFA
447
McClarren Financial Advisors
Pennsylvania
$55K +$239 +3 +0.4%
PCFFS
448
Pacific Center for Financial Services
California
$53K – – –
TCM
449
TD Capital Management
Tennessee
$53K +$717 +9 +1%
SFPG
450
Stonebridge Financial Planning Group
Florida
$51K – – –
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18
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