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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
451
Synergy Asset Management
Washington
$231K -$12.1K -150 -5%
PS
452
Principal Securities
Iowa
$230K +$4.93K +61 +2%
VCP
453
Verus Capital Partners
Arizona
$228K +$219K +2,713 New
CWS
454
Confluence Wealth Services
Pennsylvania
$228K +$219K +2,710 New
BFA
455
Bright Financial Advisors
Michigan
$228K – – –
SWM
456
SigFig Wealth Management
California
$228K +$218K +2,704 New
LSPW
457
Lake Street Private Wealth
Illinois
$226K – – –
MFC
458
Morris Financial Concepts
South Carolina
$224K -$9.86K -122 -4%
RRA
459
Round Rock Advisors
Connecticut
$223K – – –
LL
460
LWMG LLC
Minnesota
$221K +$3.31K +41 +2%
GVAG
461
Great Valley Advisor Group
Delaware
$220K – – –
HFS
462
Howard Financial Services
Texas
$219K +$210K +2,596 New
PC
463
Pecaut & Co
Iowa
$217K -$6.46K -80 -3%
MMHP
464
Murphy Middleton Hinkle & Parker
Georgia
$217K – – –
PFA
465
Pathway Financial Advisors
Vermont
$215K – – –
RDWM
466
Red Door Wealth Management
Tennessee
$213K +$205K +2,532 New
AA
467
Auxano Advisors
Washington
$212K -$2.91K -36 -1%
AF
468
Advisornet Financial
Minnesota
$209K +$19.2K +237 +11%
WA
469
Waverly Advisors
Alabama
$208K -$13.7K -170 -6%
FC
470
Financial Council
Maryland
$207K +$199K +2,464 New
HG
471
Harbor Group
New Hampshire
$206K +$198K +2,451 New
NW
472
NewEdge Wealth
Pennsylvania
$206K +$198K +2,447 New
UB
473
Umpqua Bank
Oregon
$205K -$323K -4,000 -62%
LSA
474
L & S Advisors
California
$204K +$195K +2,419 New
CFA
475
CWS Financial Advisors
Michigan
$201K +$193K +2,383 New
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19
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