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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
451
Regal Investment Advisors
Michigan
$415K +$1.78K +18 +0.4%
NEPWA
452
New England Private Wealth Advisors
Massachusetts
$413K -$101K -1,016 -19%
HG
453
Harbor Group
New Hampshire
$410K -$12.3K -124 -3%
VC
454
Veracity Capital
Georgia
$408K – – –
HP
455
Hilltop Partners
Indiana
$407K +$51.8K +524 +14%
DWG
456
Darden Wealth Group
Michigan
$405K – – –
KF
457
Krilogy Financial
Missouri
$405K -$43.3K -438 -10%
HFS
458
Hughes Financial Services
Virginia
$403K +$55.2K +558 +15%
CA
459
CWC Advisors
Oregon
$391K – – –
WF
460
Warner Financial
Maryland
$389K – – –
FNB
461
Farmers National Bank
Kentucky
$386K -$792 -8 -0.2%
EPW
462
Endeavor Private Wealth
Kansas
$385K +$173K +1,753 +77%
IAA
463
Independent Advisor Alliance
North Carolina
$383K +$396K +4,003 New
SDJVC
464
St. Denis J. Villere & Co
Louisiana
$382K -$58.4K -590 -13%
NA
465
Nautilus Advisors
California
$382K – – –
CPC
466
Cadia Private Client
New Jersey
$382K +$49.5K +500 +14%
HDIM
467
Hanson & Doremus Investment Management
Vermont
$382K – – –
WA
468
Wealth Alliance
New York
$380K +$16.4K +166 +4%
SAP
469
Strategic Advisory Partners
North Carolina
$379K – – –
SWM
470
SeaCrest Wealth Management
New York
$379K -$126K -1,277 -24%
KPWS
471
Kestra Private Wealth Services
Texas
$376K +$100K +1,011 +35%
EWA
472
Etesian Wealth Advisors
Oregon
$376K +$62.2K +629 +19%
KLI
473
Kelman-Lazarov Inc
Tennessee
$375K -$93.4K -944 -19%
VCP
474
Verus Capital Partners
Arizona
$372K +$88K +889 +30%
CPG
475
Cornerstone Planning Group
New Jersey
$370K +$159K +1,609 +78%
17 18
19
20 21