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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
451
Tarbox Family Office
California
$293K – – –
APP
452
Avantax Planning Partners
Iowa
$293K – – –
WMN
453
Wealth Management Nebraska
Nebraska
$289K – – –
NAS
454
NWF Advisory Services
California
$288K +$63.3K +700 +29%
AI
455
Atria Investments
North Carolina
$288K +$280K +3,092 New
CFO
456
Callan Family Office
Pennsylvania
$287K +$10.9K +120 +4%
EWA
457
Etesian Wealth Advisors
Oregon
$287K +$23.9K +264 +9%
APG
458
Abacus Planning Group
South Carolina
$285K +$60.3K +667 +28%
MCCP
459
Mission Creek Capital Partners
California
$283K – – –
AWM
460
Avior Wealth Management
Nebraska
$282K +$274K +3,029 New
KWM
461
Kingsview Wealth Management
Oregon
$281K -$6.33K -70 -2%
RIM
462
Rockbridge Investment Management
New York
$278K +$9.32K +103 +4%
VCP
463
Verus Capital Partners
Arizona
$276K +$1.27K +14 +0.5%
RRA
464
Round Rock Advisors
Connecticut
$271K -$1.09K -12 -0.4%
CIA
465
Concurrent Investment Advisors
Florida
$271K -$8.51K -94 -3%
GWSG
466
GPS Wealth Strategies Group
Colorado
$267K +$452 +5 +0.2%
AWA
467
ARQ Wealth Advisors
Arizona
$267K -$3.53K -39 -1%
AMG
468
APS Management Group
California
$267K +$260K +2,869 New
WA
469
WBH Advisory
Maryland
$267K +$55.2K +610 +27%
AC
470
AlphaCore Capital
California
$267K – – –
JF
471
JSF Financial
California
$266K +$32.4K +358 +14%
BFS
472
BridgePort Financial Solutions
Iowa
$266K +$28.5K +315 +12%
LSPW
473
Lake Street Private Wealth
Illinois
$266K +$90 +1 +0%
S
474
Sachetta
Massachusetts
$266K – – –
AF
475
Advisornet Financial
Minnesota
$263K +$12.4K +137 +5%
17 18
19
20 21