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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
576
Pekin Hardy Strauss
Illinois
$210K – – –
RWP
577
Revolve Wealth Partners
New Jersey
$209K -$3.3K -35 -2%
EPP
578
ETF Portfolio Partners
Kansas
$209K +$1.32K +14 +0.6%
CPG
579
Cornerstone Planning Group
New Jersey
$207K +$5.84K +62 +3%
EL
580
EQ LLC
Washington
$206K +$204K +2,167 New
AFM
581
Armstrong Fleming & Moore
District of Columbia
$206K +$1.32K +14 +0.7%
PI
582
PFG Investments
New York
$206K -$37K -393 -15%
SFS
583
Sowell Financial Services
Arkansas
$203K +$201K +2,132 New
HPM
584
Hoxton Planning & Management
West Virginia
$202K +$200K +2,122 New
EFH
585
Eaton Financial Holdings
Florida
$202K +$200K +2,121 New
TH
586
Team Hewins
California
$201K +$199K +2,111 New
BCWM
587
Bartlett & Co Wealth Management
Ohio
$201K +$37.7K +400 +23%
M
588
MOTCO
Texas
$199K – – –
RF
589
Rossby Financial
Florida
$197K -$4.71K -50 -2%
FDCP
590
Foster Dykema Cabot & Partners
Massachusetts
$188K -$73.7K -782 -28%
WA
591
WPG Advisers
Maryland
$188K – – –
CAM
592
Clarity Asset Management
Iowa
$187K -$71.4K -757 -28%
SWM
593
Spire Wealth Management
Virginia
$181K +$173K +1,832 +2,443%
PFBT
594
Parkside Financial Bank & Trust
Missouri
$180K – – –
GT
595
Glenmede Trust
Pennsylvania
$179K +$177K +1,880 New
HWM
596
Horizons Wealth Management
North Carolina
$178K – – –
JFGIW
597
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$178K -$18K -191 -9%
GC
598
Gould Capital
Washington
$177K +$9.43K +100 +6%
SAM
599
Smartleaf Asset Management
Massachusetts
$176K +$57.3K +608 +49%
FF
600
Finley Financial
Nevada
$174K – – –
22 23
24
25 26