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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
426
Silver Oak Advisory Group
Oregon
$240K – – –
RFP
427
Root Financial Partners
California
$236K – – –
AF
428
Advisornet Financial
Minnesota
$236K +$2.66K +37 +1%
UAS
429
United Asset Strategies
New York
$235K -$33.3K -462 -12%
MIS
430
Morningstar Investment Services
Illinois
$234K +$243K +3,375 New
LWA
431
LWS Wealth Advisors
New Jersey
$230K – – –
TFO
432
Tarbox Family Office
California
$228K -$217K -3,018 -48%
MFA
433
Mayflower Financial Advisors
Massachusetts
$227K -$3.96K -55 -0.4%
MWP
434
Moller Wealth Partners
$225K -$12.9K -179 -5%
LPAM
435
Lodestar Private Asset Management
California
$225K -$9K -125 -4%
TFCP
436
Twin Focus Capital Partners
Massachusetts
$225K – – –
HWM
437
Horizons Wealth Management
North Carolina
$224K -$360 -5 -0.2%
AWA
438
ARQ Wealth Advisors
Arizona
$224K +$233K +3,237 New
FC
439
Forte Capital
New York
$223K – – –
CWM
440
Centurion Wealth Management
Virginia
$222K -$78.3K -1,087 -25%
SQA
441
Simon Quick Advisors
New Jersey
$216K -$42.3K -587 -16%
NW
442
NewEdge Wealth
Pennsylvania
$214K +$864 +12 +0.4%
EWS
443
Evergreen Wealth Solutions
Pennsylvania
$213K +$4.54K +63 +2%
BBA
444
BLB&B Advisors
Pennsylvania
$213K -$19.7K -273 -8%
RRA
445
Round Rock Advisors
Connecticut
$210K – – –
SWA
446
Stratos Wealth Advisors
Ohio
$209K -$106K -1,475 -33%
XF
447
XML Financial
Maryland
$208K +$217K +3,013 New
IFAM
448
Institutional & Family Asset Management
Colorado
$207K +$6.84K +95 +3%
ACA
449
Atlas Capital Advisors
Wyoming
$206K -$2.16K -30 -1%
MGP
450
Metis Global Partners
California
$206K +$14.3K +199 +7%
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