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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
476
Empowered Funds
Pennsylvania
$337K +$334K +3,542 New
PWA
477
Physician Wealth Advisors
Utah
$335K +$94 +1 +0%
MWA
478
Motive Wealth Advisors
Michigan
$334K +$331K +3,512 New
CPC
479
Cadia Private Client
New Jersey
$333K +$330K +3,500 New
RW
480
Rede Wealth
Virginia
$331K +$328K +3,484 New
BFS
481
BridgePort Financial Solutions
Iowa
$328K +$55.9K +593 +21%
LPAM
482
Lodestar Private Asset Management
California
$324K – – –
AFTS
483
American Financial & Tax Strategies
New York
$319K +$316K +3,355 New
TF
484
TME Financial
California
$318K +$5.84K +62 +2%
EWA
485
Etesian Wealth Advisors
Oregon
$314K +$20.8K +221 +7%
MNA
486
Manning & Napier Advisors
New York
$311K -$27.7K -294 -8%
SOAG
487
Silver Oak Advisory Group
Oregon
$310K +$5.66K +60 +2%
KFP
488
Keener Financial Planning
Texas
$308K +$116K +1,226 +61%
LFG
489
Leverty Financial Group
Wisconsin
$307K -$10.8K -115 -3%
XF
490
XML Financial
Maryland
$306K +$304K +3,221 New
MWM
491
MOR Wealth Management
Pennsylvania
$306K +$303K +3,216 New
MFC
492
Morris Financial Concepts
South Carolina
$302K -$18.3K -194 -6%
APP
493
Avantax Planning Partners
Iowa
$299K – – –
QCM
494
Quantinno Capital Management
New York
$296K +$30.3K +321 +11%
WMN
495
Wealth Management Nebraska
Nebraska
$296K – – –
KWM
496
Kingsview Wealth Management
Oregon
$296K +$8.58K +91 +3%
APG
497
Abacus Planning Group
South Carolina
$296K +$4.24K +45 +1%
CFO
498
Callan Family Office
Pennsylvania
$290K -$3.11K -33 -1%
MCCP
499
Mission Creek Capital Partners
California
$289K – – –
AF
500
Advisornet Financial
Minnesota
$289K +$19.9K +211 +7%
18 19
20
21 22