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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
476
Vested Financial Planning
California
$219K -$66.8K -828 -24%
RRA
477
Round Rock Advisors
Connecticut
$216K – – –
SFGP
478
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$215K -$29.2K -362 -12%
CFA
479
CWS Financial Advisors
Michigan
$214K +$211K +2,620 New
AF
480
Advisornet Financial
Minnesota
$211K -$726 -9 -0.3%
MMHP
481
Murphy Middleton Hinkle & Parker
Georgia
$210K +$208K +2,576 New
ACM
482
Ascent Capital Management
Oregon
$210K -$39.9K -494 -16%
BCG
483
BayBridge Capital Group
California
$210K +$207K +2,566 New
PFA
484
Pathway Financial Advisors
Vermont
$208K +$206K +2,549 New
NAS
485
NWF Advisory Services
California
$205K +$202K +2,508 New
HFS
486
Howard Financial Services
Texas
$202K +$200K +2,474 New
AA
487
Auxano Advisors
Washington
$202K +$199K +2,472 New
WF
488
Welch & Forbes
Massachusetts
$200K +$198K +2,453 New
FC
489
Financial Council
Maryland
$200K +$198K +2,450 New
MSWA
490
Marshall & Sterling Wealth Advisors
New York
$200K -$54.6K -677 -22%
PS
491
Principal Securities
Iowa
$193K – – –
GWM
492
Geneos Wealth Management
Colorado
$181K +$78.1K +968 +121%
WTC
493
WhitTier Trust Company
Nevada
$178K -$2.99K -37 -2%
M
494
MOTCO
Texas
$171K – – –
RF
495
Rossby Financial
Florida
$170K +$163K +2,016 New
CPG
496
Cornerstone Planning Group
New Jersey
$162K – – –
WA
497
WPG Advisers
Maryland
$161K – – –
CWP
498
Concord Wealth Partners
Virginia
$160K -$131K -1,627 -45%
ACA
499
Atlas Capital Advisors
Wyoming
$159K -$32.6K -404 -17%
KFP
500
Keener Financial Planning
Texas
$158K -$2.66K -33 -2%
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