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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
526
SouthState Corp
Florida
$192K -$141K -1,555 -43%
JFGIW
527
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$191K – – –
CPG
528
Cornerstone Planning Group
New Jersey
$189K – – –
KFP
529
Keener Financial Planning
Texas
$187K – – –
WA
530
WPG Advisers
Maryland
$184K – – –
EWA
531
EverSource Wealth Advisors
Alabama
$182K +$58.3K +644 +49%
CWP
532
Concord Wealth Partners
Virginia
$180K – – –
PFBT
533
Parkside Financial Bank & Trust
Missouri
$176K – – –
GIM
534
Glenmede Investment Management
Pennsylvania
$175K – – –
HWM
535
Horizons Wealth Management
North Carolina
$174K – – –
FF
536
Finley Financial
Nevada
$170K – – –
GC
537
Gould Capital
Washington
$163K – – –
BCWM
538
Bartlett & Co Wealth Management
Ohio
$159K – – –
SC
539
Stephens Consulting
Michigan
$158K +$12.5K +138 +9%
SC
540
Stance Capital
Massachusetts
$157K +$153K +1,687 New
PWMA
541
Pension & Wealth Management Advisors
Massachusetts
$154K +$35.2K +389 +31%
C
542
Covestor
United Kingdom
$148K +$1.72K +19 +1%
PS
543
Principal Securities
Iowa
$143K +$1.81K +20 +1%
CA
544
Clearstead Advisors
Ohio
$131K – – –
AWM
545
AE Wealth Management
Kansas
$131K +$46.2K +511 +57%
GWP
546
Gen-Wealth Partners
Michigan
$122K +$40.9K +452 +53%
CA
547
CoreCap Advisors
Michigan
$117K +$18.8K +208 +20%
TIM
548
Tortoise Investment Management
New York
$115K +$65.1K +720 +140%
SAM
549
Smartleaf Asset Management
Massachusetts
$115K -$8.05K -89 -7%
FNWA
550
Financial Network Wealth Advisors
Utah
$112K – – –
20 21
22
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