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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
576
Centurion Wealth Management
Virginia
$230K -$693 -7 -0.3%
KFS
577
Kaizen Financial Strategies
California
$229K +$223K +2,255 New
SA
578
Stewardship Advisors
Pennsylvania
$226K -$1.29K -13 -0.5%
PFS
579
Prospera Financial Services
Texas
$225K +$2.28K +23 +1%
NAM
580
NorthCrest Asset Manangement
Minnesota
$225K +$2.67K +27 +1%
BCG
581
BayBridge Capital Group
California
$224K – – –
EL
582
EQ LLC
Washington
$224K +$17.6K +178 +8%
FC
583
Financial Council
Maryland
$223K -$16.3K -165 -7%
BTWM
584
Baker Tilly Wealth Management
Wisconsin
$223K – – –
MCRM
585
Midway Capital Research & Management
Illinois
$222K – – –
APFP
586
Action Point Financial Planning
Michigan
$222K +$230K +2,320 New
OPF
587
Old Peak Finance
North Carolina
$220K – – –
HPM
588
Hoxton Planning & Management
West Virginia
$220K +$17.3K +175 +8%
WTC
589
WhitTier Trust Company
Nevada
$217K +$5.64K +57 +3%
LIA
590
LifePlan Investment Advisors
North Carolina
$217K -$28.9K -292 -11%
SFG
591
Snider Financial Group
Washington
$216K +$223K +2,256 New
FTWA
592
Fifth Third Wealth Advisors
Ohio
$215K -$30K -303 -12%
LWA
593
LifeGoal Wealth Advisors
New York
$213K +$217K +2,194 New
HFS
594
Howard Financial Services
Texas
$213K – – –
EWA
595
Emergent Wealth Advisors
New York
$212K -$6.04K -61 -3%
PHS
596
Pekin Hardy Strauss
Illinois
$211K – – –
EPP
597
ETF Portfolio Partners
Kansas
$211K +$1.19K +12 +0.5%
PWMA
598
Pension & Wealth Management Advisors
Massachusetts
$211K +$54.4K +550 +33%
TFA
599
TPG Financial Advisors
Oregon
$211K -$2.57K -26 -1%
BCM
600
Barden Capital Management
Texas
$210K +$217K +2,198 New
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