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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
576
MA Private Wealth
California
$239K -$7.92K -78 -3%
MCRM
577
Midway Capital Research & Management
Illinois
$239K – – –
SA
578
Stewardship Advisors
Pennsylvania
$238K -$5.28K -52 -2%
KWA
579
Kellett Wealth Advisors
Ohio
$236K +$233K +2,295 New
GWP
580
Gateway Wealth Partners
Wisconsin
$235K -$275K -2,703 -54%
WA
581
WBH Advisory
Maryland
$234K -$44K -433 -16%
LAA
582
Liberty Atlantic Advisors
Texas
$232K -$19.3K -190 -8%
FTWA
583
Fifth Third Wealth Advisors
Ohio
$232K +$711 +7 +0.3%
HFS
584
Howard Financial Services
Texas
$231K +$1.83K +18 +0.8%
IFG
585
Independent Financial Group
California
$230K +$227K +2,236 New
AWA
586
ARQ Wealth Advisors
Arizona
$228K +$1.52K +15 +0.7%
MCM
587
Mengis Capital Management
Oregon
$228K +$6.81K +67 +3%
EPP
588
ETF Portfolio Partners
Kansas
$228K +$610 +6 +0.3%
PHS
589
Pekin Hardy Strauss
Illinois
$227K – – –
GWM
590
GSB Wealth Management
Connecticut
$227K +$1.42K +14 +0.6%
SFG
591
Snider Financial Group
Washington
$227K -$4.98K -49 -2%
GG
592
GenWealth Group
New Jersey
$226K +$224K +2,201 New
LWA
593
LifeGoal Wealth Advisors
New York
$226K – – –
AFM
594
Armstrong Fleming & Moore
District of Columbia
$224K +$1.32K +13 +0.6%
NG
595
Navigation Group
California
$223K +$220K +2,169 New
TFA
596
TPG Financial Advisors
Oregon
$223K -$3.45K -34 -2%
SM
597
Sweeney & Michel
California
$222K +$3.15K +31 +2%
FF
598
Financial Futures
New Jersey
$222K -$27.9K -275 -11%
SWM
599
SeaCrest Wealth Management
New York
$222K -$184K -1,807 -46%
RWP
600
Revolve Wealth Partners
New Jersey
$220K +$102 +1 +0%
22 23
24
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