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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
$31K – – –
LS
452
Leelyn Smith
Illinois
$31K – – –
MFA
453
McClarren Financial Advisors
Pennsylvania
$29K +$32.4K +517 New
YAL
454
Your Advocates Ltd
Texas
$26K – – –
MAM
455
Meeder Asset Management
Ohio
$25K -$247K -3,941 -90%
M
456
MOTCO
Texas
$25K – – –
AIP
457
Ameritas Investment Partners
Nebraska
$24K – – –
SBL
458
Sargent Bickham Lagudis
Colorado
$24K – – –
RA
459
Rise Advisors
New York
$23K – – –
4FG
460
4Thought Financial Group
New York
$22K +$1.75K +28 +8%
GWM
461
Geneos Wealth Management
Colorado
$21K -$5.89K -94 -20%
BWL
462
Bogart Wealth LLC
Virginia
$19K +$1.32K +21 +7%
CWA
463
Clearview Wealth Advisors
Oregon
$18K +$4.39K +70 +28%
ACM
464
Absolute Capital Management
Pennsylvania
$17.2K +$19.2K +307 New
WWMSC
465
Wagner Wealth Management (South Carolina)
South Carolina
$16K – – –
EC
466
Estate Counselors
Wisconsin
$16K +$18.8K +300 New
CMP
467
Coston McIsaac & Partners
Maine
$15K – – –
OPW
468
Oxler Private Wealth
New York
$14.5K +$9.4K +150 New
HIA
469
Harbor Investment Advisory
Maryland
$14K – – –
AWM
470
Aspire Wealth Management
Massachusetts
$13K – – –
DI
471
Disciplined Investments
Oklahoma
$12K – – –
CA
472
Crewe Advisors
Utah
$11K +$11.9K +190 New
APC
473
Aspire Private Capital
North Carolina
$9K – – –
HR
474
Howe & Rusling
New York
$9K +$313 +5 +3%
EW
475
Evoke Wealth
California
$9K +$10.5K +167 New
17 18
19
20 21