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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
501
NWF Advisory Services
California
$214K -$9.81K -115 -5%
HFA
502
High Falls Advisors
New York
$211K +$202K +2,367 New
BCG
503
BayBridge Capital Group
California
$211K -$17.2K -202 -8%
MMHP
504
Murphy Middleton Hinkle & Parker
Georgia
$210K – – –
FF
505
Fairway Financial
Florida
$210K +$201K +2,353 New
LFG
506
Larson Financial Group
Missouri
$208K +$143K +1,682 +258%
BTWM
507
Baker Tilly Wealth Management
Wisconsin
$208K +$199K +2,330 New
CB
508
Commerce Bank
Missouri
$208K +$198K +2,326 New
OWCM
509
One Wealth Capital Management
Arizona
$207K +$198K +2,317 New
VA
510
Valmark Advisers
Ohio
$206K +$197K +2,308 New
SA
511
Stewardship Advisors
Pennsylvania
$204K +$195K +2,291 New
CWM
512
Centurion Wealth Management
Virginia
$203K +$194K +2,274 New
RWP
513
Revolve Wealth Partners
New Jersey
$203K +$194K +2,270 New
WA
514
WBH Advisory
Maryland
$201K +$193K +2,258 New
WTC
515
WhitTier Trust Company
Nevada
$194K – – –
MSWA
516
Marshall & Sterling Wealth Advisors
New York
$190K -$25.5K -299 -12%
JFGIW
517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$184K +$52.9K +620 +43%
M
518
MOTCO
Texas
$183K – – –
KFP
519
Keener Financial Planning
Texas
$180K +$6.99K +82 +4%
CPG
520
Cornerstone Planning Group
New Jersey
$176K +$3.15K +37 +2%
WA
521
WPG Advisers
Maryland
$176K – – –
CWP
522
Concord Wealth Partners
Virginia
$173K -$1.45K -17 -0.9%
PFBT
523
Parkside Financial Bank & Trust
Missouri
$169K – – –
GIM
524
Glenmede Investment Management
Pennsylvania
$168K +$160K +1,880 New
HWM
525
Horizons Wealth Management
North Carolina
$167K – – –
19 20
21
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