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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
551
Thurston Springer Miller Herd & Titak
Indiana
$14.4K +$14.5K +183 New
PPA
552
Painted Porch Advisors
California
$14.2K +$14.3K +180 New
PWA
553
Provenance Wealth Advisors
Florida
$13.6K -$56.1K -706 -80%
LOIP
554
Live Oak Investment Partners
Texas
$13.1K – – –
TFF
555
The Family Firm
Maryland
$12.3K +$12.4K +156 New
WT
556
Washington Trust
Rhode Island
$12.2K – – –
TFA
557
Toth Financial Advisory
Virginia
$12.2K +$79 +1 +0.6%
BFEC
558
Benjamin F. Edwards & Company
Missouri
$12K – – –
SMA
559
Sage Mountain Advisors
Georgia
$11.5K – – –
GWM
560
Grand Wealth Management
Michigan
$10.6K -$190K -2,391 -95%
ATPW
561
Ashton Thomas Private Wealth
Arizona
$9.06K +$9.13K +115 New
CFD
562
Creative Financial Designs
Indiana
$8.67K – – –
OWA
563
Opal Wealth Advisors
New York
$8.27K +$8.34K +105 New
SRCM
564
Signature Resources Capital Management
California
$7.8K -$7.7K -97 -49%
FFA
565
Frazier Financial Advisors
Ohio
$7.3K +$159 +2 +2%
SIS
566
Sound Income Strategies
Florida
$7.25K – – –
CTWM
567
Cherry Tree Wealth Management
Minnesota
$7.01K – – –
FCMT
568
Founders Capital Management (Texas)
Texas
$5.75K +$5.8K +73 New
PA
569
PSI Advisors
Florida
$5.28K +$159 +2 +3%
CSWM
570
Cassady Schiller Wealth Management
Ohio
$5.28K – – –
SAM
571
Smartleaf Asset Management
Massachusetts
$5.19K – – –
MIM
572
Macroview Investment Management
Maryland
$4.17K -$2.38K -30 -36%
LWCFA
573
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.16K – – –
CA
574
Centerpoint Advisors
Massachusetts
$4K +$715 +9 +23%
FNWA
575
Financial Network Wealth Advisors
Utah
$3.78K +$3.81K +48 New
21 22
23
24 25