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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
501
Oliver Lagore Vanvalin Investment Group
Michigan
$38.8K -$23.9K -341 -39%
MFA
502
McClarren Financial Advisors
Pennsylvania
$37K – – –
ST
503
Smithfield Trust
Pennsylvania
$36K +$32.3K +460 +1,278%
SWG
504
Summit Wealth Group
Vermont
$36K +$177M +2,516,838 +6,964%
FWP
505
FAS Wealth Partners
Kansas
$35.1K -$1.61K -23 -5%
MAWA
506
Moss Adams Wealth Advisors
Washington
$33.4K -$26.2K -373 -45%
M
507
MOTCO
Texas
$32K – – –
AIP
508
Ameritas Investment Partners
Nebraska
$31.3K – – –
AAS
509
Ameritas Advisory Services
Nebraska
$30.9K +$29.3K +417 New
RA
510
Rise Advisors
New York
$29.6K – – –
GWM
511
Geneos Wealth Management
Colorado
$29.5K – – –
GWSA
512
Global Wealth Strategies & Associates
Colorado
$29K – – –
IHWM
513
Iron Horse Wealth Management
Iowa
$25.9K – – –
4FG
514
4Thought Financial Group
New York
$25.2K -$912 -13 -4%
GWSG
515
GPS Wealth Strategies Group
Colorado
$25.1K +$24.5K +349 New
HIA
516
Harbor Investment Advisory
Maryland
$22.1K -$1.19K -17 -5%
BONH
517
Bank of New Hampshire
New Hampshire
$21.2K -$25.6K -365 -55%
CMP
518
Coston McIsaac & Partners
Maine
$19K – – –
TIM
519
Tortoise Investment Management
New York
$18.8K -$2.1K -30 -10%
LFG
520
Larson Financial Group
Missouri
$17.2K +$7.58K +108 +82%
AWM
521
Aspire Wealth Management
Massachusetts
$16.5K – – –
DI
522
Disciplined Investments
Oklahoma
$15.8K – – –
CFO
523
CVA Family Office
Colorado
$15.7K – – –
CSWM
524
Cassady Schiller Wealth Management
Ohio
$15.4K – – –
YAL
525
Your Advocates Ltd
Texas
$15K -$17.4K -248 -54%
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