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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
576
JSF Financial
California
$232K -$34K -344 -12%
PCIA
577
Prime Capital Investment Advisors
Kansas
$231K +$239K +2,413 New
MPW
578
MA Private Wealth
California
$230K – – –
CWM
579
Centurion Wealth Management
Virginia
$230K -$693 -7 -0.3%
KFS
580
Kaizen Financial Strategies
California
$229K +$223K +2,255 New
SA
581
Stewardship Advisors
Pennsylvania
$226K -$1.29K -13 -0.5%
PFS
582
Prospera Financial Services
Texas
$225K +$2.28K +23 +1%
NAM
583
NorthCrest Asset Manangement
Minnesota
$225K +$2.67K +27 +1%
BCG
584
BayBridge Capital Group
California
$224K – – –
EL
585
EQ LLC
Washington
$224K +$17.6K +178 +8%
FC
586
Financial Council
Maryland
$223K -$16.3K -165 -7%
BTWM
587
Baker Tilly Wealth Management
Wisconsin
$223K – – –
MCRM
588
Midway Capital Research & Management
Illinois
$222K – – –
APFP
589
Action Point Financial Planning
Michigan
$222K +$230K +2,320 New
OPF
590
Old Peak Finance
North Carolina
$220K – – –
HPM
591
Hoxton Planning & Management
West Virginia
$220K +$17.3K +175 +8%
WTC
592
WhitTier Trust Company
Nevada
$217K +$5.64K +57 +3%
LIA
593
LifePlan Investment Advisors
North Carolina
$217K -$28.9K -292 -11%
SFG
594
Snider Financial Group
Washington
$216K +$223K +2,256 New
FTWA
595
Fifth Third Wealth Advisors
Ohio
$215K -$30K -303 -12%
LWA
596
LifeGoal Wealth Advisors
New York
$213K +$217K +2,194 New
HFS
597
Howard Financial Services
Texas
$213K – – –
EWA
598
Emergent Wealth Advisors
New York
$212K -$6.04K -61 -3%
PHS
599
Pekin Hardy Strauss
Illinois
$211K – – –
EPP
600
ETF Portfolio Partners
Kansas
$211K +$1.19K +12 +0.5%
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