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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
501
Abacus Planning Group
South Carolina
$214K +$204K +2,396 New
NAS
502
NWF Advisory Services
California
$214K -$9.81K -115 -5%
HFA
503
High Falls Advisors
New York
$211K +$202K +2,367 New
BCG
504
BayBridge Capital Group
California
$211K -$17.2K -202 -8%
MMHP
505
Murphy Middleton Hinkle & Parker
Georgia
$210K – – –
FF
506
Fairway Financial
Florida
$210K +$201K +2,353 New
LFG
507
Larson Financial Group
Missouri
$208K +$143K +1,682 +258%
BTWM
508
Baker Tilly Wealth Management
Wisconsin
$208K +$199K +2,330 New
CB
509
Commerce Bank
Missouri
$208K +$198K +2,326 New
OWCM
510
One Wealth Capital Management
Arizona
$207K +$198K +2,317 New
VA
511
Valmark Advisers
Ohio
$206K +$197K +2,308 New
SA
512
Stewardship Advisors
Pennsylvania
$204K +$195K +2,291 New
CWM
513
Centurion Wealth Management
Virginia
$203K +$194K +2,274 New
RWP
514
Revolve Wealth Partners
New Jersey
$203K +$194K +2,270 New
WA
515
WBH Advisory
Maryland
$201K +$193K +2,258 New
WTC
516
WhitTier Trust Company
Nevada
$194K – – –
MSWA
517
Marshall & Sterling Wealth Advisors
New York
$190K -$25.5K -299 -12%
JFGIW
518
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$184K +$52.9K +620 +43%
M
519
MOTCO
Texas
$183K – – –
KFP
520
Keener Financial Planning
Texas
$180K +$6.99K +82 +4%
CPG
521
Cornerstone Planning Group
New Jersey
$176K +$3.15K +37 +2%
WA
522
WPG Advisers
Maryland
$176K – – –
CWP
523
Concord Wealth Partners
Virginia
$173K -$1.45K -17 -0.9%
PFBT
524
Parkside Financial Bank & Trust
Missouri
$169K – – –
GIM
525
Glenmede Investment Management
Pennsylvania
$168K +$160K +1,880 New
19 20
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