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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
576
BayBridge Capital Group
California
$244K +$1.02K +10 +0.4%
FC
577
Financial Council
Maryland
$242K +$2.13K +21 +0.9%
CFG
578
Compton Financial Group
Maryland
$241K +$238K +2,341 New
BTWM
579
Baker Tilly Wealth Management
Wisconsin
$240K – – –
MPW
580
MA Private Wealth
California
$239K -$7.92K -78 -3%
MCRM
581
Midway Capital Research & Management
Illinois
$239K – – –
SA
582
Stewardship Advisors
Pennsylvania
$238K -$5.28K -52 -2%
KWA
583
Kellett Wealth Advisors
Ohio
$236K +$233K +2,295 New
GWP
584
Gateway Wealth Partners
Wisconsin
$235K -$275K -2,703 -54%
WA
585
WBH Advisory
Maryland
$234K -$44K -433 -16%
LAA
586
Liberty Atlantic Advisors
Texas
$232K -$19.3K -190 -8%
FTWA
587
Fifth Third Wealth Advisors
Ohio
$232K +$711 +7 +0.3%
HFS
588
Howard Financial Services
Texas
$231K +$1.83K +18 +0.8%
IFG
589
Independent Financial Group
California
$230K +$227K +2,236 New
AWA
590
ARQ Wealth Advisors
Arizona
$228K +$1.52K +15 +0.7%
MCM
591
Mengis Capital Management
Oregon
$228K +$6.81K +67 +3%
EPP
592
ETF Portfolio Partners
Kansas
$228K +$610 +6 +0.3%
PHS
593
Pekin Hardy Strauss
Illinois
$227K – – –
GWM
594
GSB Wealth Management
Connecticut
$227K +$1.42K +14 +0.6%
SFG
595
Snider Financial Group
Washington
$227K -$4.98K -49 -2%
GG
596
GenWealth Group
New Jersey
$226K +$224K +2,201 New
LWA
597
LifeGoal Wealth Advisors
New York
$226K – – –
AFM
598
Armstrong Fleming & Moore
District of Columbia
$224K +$1.32K +13 +0.6%
NG
599
Navigation Group
California
$223K +$220K +2,169 New
TFA
600
TPG Financial Advisors
Oregon
$223K -$3.45K -34 -2%
22 23
24
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