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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
551
XML Financial
Maryland
$259K -$51.2K -517 -16%
PFGIA
552
Patriot Financial Group Insurance Agency
Massachusetts
$259K +$268K +2,704 New
RF
553
Rossby Financial
Florida
$257K +$56.7K +573 +28%
NI
554
Natural Investments
California
$257K – – –
RFP
555
Root Financial Partners
California
$253K -$264K -2,673 -50%
CWP
556
Corepath Wealth Partners
Arizona
$253K +$21.8K +220 +10%
AWC
557
Abundance Wealth Counselors
Pennsylvania
$251K – – –
S
558
Sachetta
Massachusetts
$251K -$6.83K -69 -3%
KFSC
559
Keystone Financial Services (Colorado)
Colorado
$251K -$35.8K -362 -12%
CB
560
Commerce Bank
Missouri
$251K +$13.3K +134 +5%
SP
561
SmartHarvest Portfolios
Washington
$249K – – –
CFFNO
562
Common Fund For Nonprofit Organizations
Connecticut
$247K -$3.96K -40 -2%
MMHP
563
Murphy Middleton Hinkle & Parker
Georgia
$246K -$17.9K -181 -7%
SG
564
StoneX Group
New York
$245K +$6.93K +70 +3%
BB
565
Busey Bank
Illinois
$245K – – –
WF
566
Welch & Forbes
Massachusetts
$243K – – –
WP
567
WealthSpring Partners
California
$242K – – –
MSWA
568
Marshall & Sterling Wealth Advisors
New York
$241K +$25.1K +254 +11%
NWP
569
NerdWallet Wealth Partners
New York
$241K +$249K +2,516 New
UB
570
Umpqua Bank
Oregon
$236K – – –
FF
571
Fairway Financial
Florida
$236K – – –
ESB
572
Essex Savings Bank
Connecticut
$235K – – –
LAA
573
Liberty Atlantic Advisors
Texas
$234K +$20.8K +210 +9%
SFGP
574
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$233K -$16.1K -163 -6%
FF
575
Financial Futures
New Jersey
$232K +$19.2K +194 +9%
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