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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
426
Sugarloaf Wealth Management
Georgia
$67K -$57.7K -920 -44%
OLVIG
427
Oliver Lagore Vanvalin Investment Group
Michigan
$66K -$6.08K -97 -8%
AWM
428
Atticus Wealth Management
Florida
$66K – – –
GC
429
Gould Capital
Washington
$64K – – –
AWM
430
AllSquare Wealth Management
New York
$62K – – –
TC
431
Trust Company
Kansas
$61K +$7.71K +123 +13%
SC
432
Stephens Consulting
Michigan
$58.1K +$8.4K +134 +15%
LWA
433
Lowe Wealth Advisors
Maryland
$56K -$12.5K -200 -17%
BCM
434
Bourgeon Capital Management
Connecticut
$56K – – –
CCM
435
Cribstone Capital Management
Maine
$55K -$2.13K -34 -3%
BA
436
Bellwether Advisors
Nebraska
$54K – – –
DWMG
437
DB Wealth Management Group
California
$53K – – –
MA
438
MCF Advisors
Kentucky
$51K – – –
IWP
439
IAG Wealth Partners
Wisconsin
$50K – – –
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$47K – – –
PP
441
PrairieView Partners
Minnesota
$45K +$18.9K +301 +61%
AA
442
Ancora Advisors
Ohio
$42K -$752 -12 -2%
DIP
443
DT Investment Partners
Pennsylvania
$40K +$44.6K +711 New
KFI
444
Key Financial Inc
Pennsylvania
$39K – – –
PCFFS
445
Pacific Center for Financial Services
California
$38K – – –
TCM
446
TD Capital Management
Tennessee
$38K +$42.8K +682 New
BONH
447
Bank of New Hampshire
New Hampshire
$37K -$45.4K -725 -52%
EIP
448
Ellis Investment Partners
Pennsylvania
$35K +$188 +3 +0.5%
IRC
449
Investors Research Corp
Georgia
$35K +$8.96K +143 +30%
FWP
450
FAS Wealth Partners
Kansas
$35K +$13.9K +221 +56%
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