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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
476
Arkos Global Advisors
Texas
$348K -$39.8K -422 -10%
TLFA
477
True Link Financial Advisors
California
$348K -$8.77K -93 -2%
UAS
478
United Asset Strategies
New York
$339K -$15.2K -161 -4%
EF
479
Empowered Funds
Pennsylvania
$337K +$334K +3,542 New
PWA
480
Physician Wealth Advisors
Utah
$335K +$94 +1 +0%
MWA
481
Motive Wealth Advisors
Michigan
$334K +$331K +3,512 New
CPC
482
Cadia Private Client
New Jersey
$333K +$330K +3,500 New
RW
483
Rede Wealth
Virginia
$331K +$328K +3,484 New
BFS
484
BridgePort Financial Solutions
Iowa
$328K +$55.9K +593 +21%
LPAM
485
Lodestar Private Asset Management
California
$324K – – –
AFTS
486
American Financial & Tax Strategies
New York
$319K +$316K +3,355 New
TF
487
TME Financial
California
$318K +$5.84K +62 +2%
EWA
488
Etesian Wealth Advisors
Oregon
$314K +$20.8K +221 +7%
MNA
489
Manning & Napier Advisors
New York
$311K -$27.7K -294 -8%
SOAG
490
Silver Oak Advisory Group
Oregon
$310K +$5.66K +60 +2%
KFP
491
Keener Financial Planning
Texas
$308K +$116K +1,226 +61%
LFG
492
Leverty Financial Group
Wisconsin
$307K -$10.8K -115 -3%
XF
493
XML Financial
Maryland
$306K +$304K +3,221 New
MWM
494
MOR Wealth Management
Pennsylvania
$306K +$303K +3,216 New
MFC
495
Morris Financial Concepts
South Carolina
$302K -$18.3K -194 -6%
APP
496
Avantax Planning Partners
Iowa
$299K – – –
QCM
497
Quantinno Capital Management
New York
$296K +$30.3K +321 +11%
WMN
498
Wealth Management Nebraska
Nebraska
$296K – – –
KWM
499
Kingsview Wealth Management
Oregon
$296K +$8.58K +91 +3%
APG
500
Abacus Planning Group
South Carolina
$296K +$4.24K +45 +1%
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