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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
451
Center for Financial Planning
Michigan
$40K +$377 +5 +0.9%
AWM
452
Atticus Wealth Management
Florida
$35K +$36.1K +480 New
GWM
453
Geneos Wealth Management
Colorado
$34K -$26.6K -353 -43%
AIP
454
Ameritas Investment Partners
Nebraska
$32K -$20.3K -270 -38%
SBL
455
Sargent Bickham Lagudis
Colorado
$32K +$1.66K +22 +5%
IWP
456
IAG Wealth Partners
Wisconsin
$30K – – –
RA
457
Rise Advisors
New York
$30K +$75 +1 +0.3%
FWP
458
FAS Wealth Partners
Kansas
$28K – – –
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$28K +$29K +385 New
4FG
460
4Thought Financial Group
New York
$27K +$753 +10 +3%
IHWM
461
Iron Horse Wealth Management
Iowa
$25K +$151 +2 +0.6%
AA
462
Addison Advisors
Vermont
$24K -$481K -6,385 -95%
BWL
463
Bogart Wealth LLC
Virginia
$23K +$1.73K +23 +8%
HIA
464
Harbor Investment Advisory
Maryland
$19K +$3.99K +53 +26%
AWM
465
Aspire Wealth Management
Massachusetts
$17K – – –
TF
466
Tompkins Financial
New York
$17K – – –
DI
467
Disciplined Investments
Oklahoma
$16K – – –
FFWM
468
Future Financial Wealth Management
Ohio
$16K – – –
CWA
469
Clearview Wealth Advisors
Oregon
$16K +$11.7K +156 +274%
MCC
470
Money Concepts Capital
Florida
$14K +$12.8K +170 +680%
BFEC
471
Benjamin F. Edwards & Company
Missouri
$14K +$14.1K +187 New
IRC
472
Investors Research Corp
Georgia
$13K +$13.3K +177 New
APC
473
Aspire Private Capital
North Carolina
$12K -$226 -3 -2%
HR
474
Howe & Rusling
New York
$10K +$678 +9 +7%
AWM
475
Avior Wealth Management
Nebraska
$10K +$11.2K +149 New
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