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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
NI
551
Natural Investments
California
$257K – – –
RFP
552
Root Financial Partners
California
$253K -$264K -2,673 -50%
CWP
553
Corepath Wealth Partners
Arizona
$253K +$21.8K +220 +10%
AWC
554
Abundance Wealth Counselors
Pennsylvania
$251K – – –
S
555
Sachetta
Massachusetts
$251K -$6.83K -69 -3%
KFSC
556
Keystone Financial Services (Colorado)
Colorado
$251K -$35.8K -362 -12%
CB
557
Commerce Bank
Missouri
$251K +$13.3K +134 +5%
SP
558
SmartHarvest Portfolios
Washington
$249K – – –
CFFNO
559
Common Fund For Nonprofit Organizations
Connecticut
$247K -$3.96K -40 -2%
MMHP
560
Murphy Middleton Hinkle & Parker
Georgia
$246K -$17.9K -181 -7%
SG
561
StoneX Group
New York
$245K +$6.93K +70 +3%
BB
562
Busey Bank
Illinois
$245K – – –
WF
563
Welch & Forbes
Massachusetts
$243K – – –
WP
564
WealthSpring Partners
California
$242K – – –
MSWA
565
Marshall & Sterling Wealth Advisors
New York
$241K +$25.1K +254 +11%
NWP
566
NerdWallet Wealth Partners
New York
$241K +$249K +2,516 New
UB
567
Umpqua Bank
Oregon
$236K – – –
FF
568
Fairway Financial
Florida
$236K – – –
ESB
569
Essex Savings Bank
Connecticut
$235K – – –
LAA
570
Liberty Atlantic Advisors
Texas
$234K +$20.8K +210 +9%
SFGP
571
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$233K -$16.1K -163 -6%
FF
572
Financial Futures
New Jersey
$232K +$19.2K +194 +9%
JF
573
JSF Financial
California
$232K -$34K -344 -12%
PCIA
574
Prime Capital Investment Advisors
Kansas
$231K +$239K +2,413 New
MPW
575
MA Private Wealth
California
$230K – – –
21 22
23
24 25