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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
426
Mount Yale Investment Advisors
Colorado
$244K -$149K -2,075 -37%
MW
427
Marcum Wealth
Ohio
$241K +$1.51K +21 +0.6%
SOAG
428
Silver Oak Advisory Group
Oregon
$240K – – –
RFP
429
Root Financial Partners
California
$236K – – –
AF
430
Advisornet Financial
Minnesota
$236K +$2.66K +37 +1%
UAS
431
United Asset Strategies
New York
$235K -$33.3K -462 -12%
MIS
432
Morningstar Investment Services
Illinois
$234K +$243K +3,375 New
LWA
433
LWS Wealth Advisors
New Jersey
$230K – – –
TFO
434
Tarbox Family Office
California
$228K -$217K -3,018 -48%
MFA
435
Mayflower Financial Advisors
Massachusetts
$227K -$3.96K -55 -0.4%
MWP
436
Moller Wealth Partners
$225K -$12.9K -179 -5%
LPAM
437
Lodestar Private Asset Management
California
$225K -$9K -125 -4%
TFCP
438
Twin Focus Capital Partners
Massachusetts
$225K – – –
HWM
439
Horizons Wealth Management
North Carolina
$224K -$360 -5 -0.2%
AWA
440
ARQ Wealth Advisors
Arizona
$224K +$233K +3,237 New
FC
441
Forte Capital
New York
$223K – – –
CWM
442
Centurion Wealth Management
Virginia
$222K -$78.3K -1,087 -25%
SQA
443
Simon Quick Advisors
New Jersey
$216K -$42.3K -587 -16%
NW
444
NewEdge Wealth
Pennsylvania
$214K +$864 +12 +0.4%
EWS
445
Evergreen Wealth Solutions
Pennsylvania
$213K +$4.54K +63 +2%
BBA
446
BLB&B Advisors
Pennsylvania
$213K -$19.7K -273 -8%
RRA
447
Round Rock Advisors
Connecticut
$210K – – –
SWA
448
Stratos Wealth Advisors
Ohio
$209K -$106K -1,475 -33%
XF
449
XML Financial
Maryland
$208K +$217K +3,013 New
IFAM
450
Institutional & Family Asset Management
Colorado
$207K +$6.84K +95 +3%
16 17
18
19 20