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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
426
Global Retirement Partners
California
$283K +$4.69K +59 +2%
DAS
427
Diversify Advisory Services
Utah
$282K +$23K +289 +8%
KWM
428
Kingsview Wealth Management
Oregon
$280K -$11.8K -148 -4%
OBWP
429
O'Brien Wealth Partners
Massachusetts
$280K – – –
PCMC
430
Private Capital Management (Colorado)
Colorado
$280K -$30.3K -381 -9%
LW
431
Libra Wealth
California
$279K – – –
BOH
432
Bank of Hawaii
Hawaii
$277K -$116K -1,463 -29%
PC
433
Pecaut & Co
Iowa
$276K +$83.4K +1,048 +41%
UAS
434
United Asset Strategies
New York
$276K -$18.6K -234 -6%
HP
435
Hilltop Partners
Indiana
$273K +$13.4K +168 +5%
CWP
436
Concord Wealth Partners
Virginia
$273K -$37.6K -472 -12%
CIA
437
Compass Investment Advisers
Oregon
$272K +$285K +3,577 New
MW
438
Marcum Wealth
Ohio
$272K +$4.46K +56 +2%
TLFA
439
True Link Financial Advisors
California
$270K +$282K +3,547 New
OFG
440
Opulen Financial Group
Virginia
$269K +$282K +3,538 New
TFO
441
Tarbox Family Office
California
$269K +$1.75K +22 +0.6%
CC
442
Courier Capital
New York
$268K +$281K +3,526 New
MWS
443
Maxwell Wealth Strategies
California
$268K – – –
VFP
444
Vested Financial Planning
California
$267K +$279K +3,504 New
FC
445
Forte Capital
New York
$264K +$10.3K +129 +4%
S
446
SignatureFD
Georgia
$260K +$45.7K +574 +20%
LPAM
447
Lodestar Private Asset Management
California
$259K – – –
DSN
448
D. Scott Neal
Kentucky
$258K +$1.99K +25 +0.7%
FNB
449
Farmers National Bank
Kentucky
$258K +$269K +3,382 New
LFG
450
Leverty Financial Group
Wisconsin
$256K +$268K +3,365 New
16 17
18
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