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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
476
Kelman-Lazarov Inc
Tennessee
$375K -$93.4K -944 -19%
VCP
477
Verus Capital Partners
Arizona
$372K +$88K +889 +30%
CPG
478
Cornerstone Planning Group
New Jersey
$370K +$159K +1,609 +78%
TLFA
479
True Link Financial Advisors
California
$370K +$21K +212 +6%
SC
480
Stephenson & Company
California
$369K +$396 +4 +0.1%
AF
481
Advisornet Financial
Minnesota
$367K +$79.4K +802 +26%
LFG
482
Leverty Financial Group
Wisconsin
$362K +$54.9K +555 +17%
SPWG
483
Syntegra Private Wealth Group
Missouri
$362K +$375K +3,788 New
FI
484
Financial Insights
Washington
$359K -$792 -8 -0.2%
CWS
485
Confluence Wealth Services
Pennsylvania
$358K +$7.92K +80 +2%
WDG
486
Wealth Dimensions Group
Ohio
$358K – – –
AWM
487
Avior Wealth Management
Nebraska
$357K -$8.41K -85 -2%
AWM
488
Apollon Wealth Management
South Carolina
$355K -$98.3K -993 -21%
SCA
489
Snowden Capital Advisors
New York
$355K -$35.6K -360 -9%
JMNC
490
J. Mark Nickell & Co
Tennessee
$353K – – –
PWA
491
Physician Wealth Advisors
Utah
$351K +$14.7K +149 +4%
OFG
492
Opulen Financial Group
Virginia
$351K -$7.92K -80 -2%
GAM
493
Gemmer Asset Management
California
$350K – – –
UAS
494
United Asset Strategies
New York
$347K +$6.53K +66 +2%
FFN
495
Focus Financial Network
Minnesota
$346K -$12.7K -128 -3%
AGA
496
Arkos Global Advisors
Texas
$341K -$8.9K -90 -2%
QCM
497
Quantinno Capital Management
New York
$339K +$42.2K +426 +14%
MWA
498
Motive Wealth Advisors
Michigan
$336K – – –
LPAM
499
Lodestar Private Asset Management
California
$336K +$9.89K +100 +3%
SEIA
500
Signature Estate & Investment Advisors
California
$331K -$42.8K -433 -11%
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