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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
501
Financial Council
Maryland
$230K +$2.81K +31 +1%
FF
502
Fairway Financial
Florida
$226K +$7.42K +82 +3%
SFG
503
Shum Financial Group
California
$226K +$220K +2,430 New
AWM
504
Aries Wealth Management
Maine
$225K +$219K +2,422 New
MPW
505
MA Private Wealth
California
$225K +$219K +2,419 New
BCG
506
BayBridge Capital Group
California
$220K – – –
LIA
507
LifePlan Investment Advisors
North Carolina
$218K +$212K +2,343 New
SA
508
Stewardship Advisors
Pennsylvania
$218K +$4.43K +49 +2%
BTWM
509
Baker Tilly Wealth Management
Wisconsin
$217K – – –
CB
510
Commerce Bank
Missouri
$216K – – –
CWP
511
Corepath Wealth Partners
Arizona
$216K +$206K +2,275 New
VA
512
Valmark Advisers
Ohio
$215K – – –
CWM
513
Centurion Wealth Management
Virginia
$214K +$2.81K +31 +1%
EWA
514
Emergent Wealth Advisors
New York
$211K +$206K +2,272 New
MSWA
515
Marshall & Sterling Wealth Advisors
New York
$208K +$9.5K +105 +5%
RWP
516
Revolve Wealth Partners
New Jersey
$208K -$3.35K -37 -2%
WTC
517
WhitTier Trust Company
Nevada
$206K – – –
PHS
518
Pekin Hardy Strauss
Illinois
$205K +$200K +2,210 New
HFS
519
Howard Financial Services
Texas
$205K +$199K +2,204 New
EPP
520
ETF Portfolio Partners
Kansas
$203K +$197K +2,182 New
WFS
521
WealthGarden F.S.
California
$201K +$192K +2,117 New
FTWA
522
Fifth Third Wealth Advisors
Ohio
$200K +$195K +2,155 New
AFM
523
Armstrong Fleming & Moore
District of Columbia
$200K +$195K +2,151 New
RF
524
Rossby Financial
Florida
$199K +$33.5K +370 +21%
M
525
MOTCO
Texas
$194K – – –
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