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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
476
Gradient Investments
Minnesota
$15K +$6.77K +85 +85%
APC
477
Aspire Private Capital
North Carolina
$14K – – –
MCM
478
MV Capital Management
Maryland
$14K – – –
GM
479
GeoWealth Management
Illinois
$14K +$12.8K +161 New
GFPC
480
Global Financial Private Client
Florida
$13.5K – – –
KFI
481
Key Financial Inc
Pennsylvania
$11K – – –
HR
482
Howe & Rusling
New York
$10K +$10.4K +130 New
KFS
483
Kelly Financial Services
Massachusetts
$9.84K – – –
WFS
484
Widmann Financial Services
Maryland
$9K +$9.95K +125 New
SFM
485
Signet Financial Management
New Jersey
$8K +$7.96K +100 New
FCG
486
Financial Connections Group
California
$7K +$7.56K +95 New
CA
487
Clearstead Advisors
Ohio
$6K – – –
SIC
488
SJS Investment Consulting
Ohio
$6K +$6.37K +80 New
TRCT
489
Tower Research Capital (TRC)
New York
$5K -$80 -1 -2%
TIM
490
Tortoise Investment Management
New York
$5K – – –
CWA
491
Clearview Wealth Advisors
Oregon
$5K +$2.55K +32 +128%
ME
492
McIlrath & Eck
Washington
$4K – – –
NFSG
493
Newbridge Financial Services Group
Florida
$4K – – –
TCWA
494
Ten Capital Wealth Advisors
Washington
$4K – – –
HPC
495
HM Payson & Co
Maine
$4K +$318 +4 +9%
TFA
496
Toth Financial Advisory
Virginia
$2K +$80 +1 +3%
MCC
497
Money Concepts Capital
Florida
$2K +$1.99K +25 New
MHR
498
Matthew Hamilton Rosenberg
$1K +$398 +5 +50%
GEA
499
Glen Eagle Advisors
New Jersey
$397 – – –
PG
500
Prostatis Group
Maryland
– -$5.04M -64,312 Closed
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