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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
551
Umpqua Bank
Oregon
$235K – – –
FF
552
Fairway Financial
Florida
$235K +$3.02K +32 +1%
ESB
553
Essex Savings Bank
Connecticut
$234K +$232K +2,458 New
CWM
554
Centurion Wealth Management
Virginia
$229K +$9.71K +103 +4%
MPW
555
MA Private Wealth
California
$229K -$1.41K -15 -0.6%
AWM
556
AE Wealth Management
Kansas
$228K +$92.7K +983 +70%
SA
557
Stewardship Advisors
Pennsylvania
$226K +$3.77K +40 +2%
CWP
558
Corepath Wealth Partners
Arizona
$226K +$1.32K +14 +0.6%
NAM
559
NorthCrest Asset Manangement
Minnesota
$224K +$217K +2,306 New
BCG
560
BayBridge Capital Group
California
$224K -$471 -5 -0.2%
PFS
561
Prospera Financial Services
Texas
$222K +$220K +2,334 New
BTWM
562
Baker Tilly Wealth Management
Wisconsin
$222K – – –
MCRM
563
Midway Capital Research & Management
Illinois
$221K +$219K +2,321 New
OPF
564
Old Peak Finance
North Carolina
$219K +$217K +2,299 New
EWA
565
Emergent Wealth Advisors
New York
$217K +$566 +6 +0.3%
EPW
566
Endeavor Private Wealth
Kansas
$216K +$214K +2,271 New
MSWA
567
Marshall & Sterling Wealth Advisors
New York
$215K +$1.51K +16 +0.7%
MW
568
Maia Wealth
Colorado
$215K -$49.9K -529 -20%
LAA
569
Liberty Atlantic Advisors
Texas
$213K +$211K +2,241 New
FF
570
Financial Futures
New Jersey
$213K +$211K +2,237 New
WTC
571
WhitTier Trust Company
Nevada
$212K – – –
TFA
572
TPG Financial Advisors
Oregon
$212K +$210K +2,229 New
HFS
573
Howard Financial Services
Texas
$212K +$2.07K +22 +1%
SM
574
Sweeney & Michel
California
$211K +$192K +2,032 New
NFG
575
Nations Financial Group
Iowa
$211K +$209K +2,216 New
21 22
23
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