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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
601
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$178K -$18K -191 -9%
GC
602
Gould Capital
Washington
$177K +$9.43K +100 +6%
SAM
603
Smartleaf Asset Management
Massachusetts
$176K +$57.3K +608 +49%
FF
604
Finley Financial
Nevada
$174K – – –
EWA
605
EverSource Wealth Advisors
Alabama
$167K -$18.5K -196 -10%
AF
606
Allworth Financial
California
$163K +$156K +1,658 +2,810%
C
607
Covestor
United Kingdom
$160K +$8.86K +94 +6%
SC
608
Stephens Consulting
Michigan
$159K -$1.98K -21 -1%
PWMA
609
Pension & Wealth Management Advisors
Massachusetts
$157K – – –
AUB
610
Atlantic Union Bankshares
Virginia
$148K +$105K +1,118 +255%
LWMI
611
Legacy Wealth Management (Idaho)
Idaho
$148K +$146K +1,552 New
CA
612
Clearstead Advisors
Ohio
$144K +$9.43K +100 +7%
CA
613
CoreCap Advisors
Michigan
$138K +$18K +191 +15%
RP
614
Rice Partnership
Hawaii
$114K +$31.8K +337 +39%
GWP
615
Gen-Wealth Partners
Michigan
$110K -$14.2K -151 -12%
EWA
616
EQ Wealth Advisors
Texas
$107K +$106K +1,125 New
FVIM
617
Fort Vancouver Investment Management
Washington
$104K – – –
WCM
618
Westend Capital Management
California
$102K – – –
TWC
619
TD Waterhouse Canada
Ontario, Canada
$98.6K -$2.17K -23 -2%
CWP
620
Concord Wealth Partners
Virginia
$96.9K -$86.7K -920 -47%
TC
621
Trust Company
Kansas
$94.7K – – –
KFI
622
Key Financial Inc
Pennsylvania
$89.1K +$3.68K +39 +4%
HC
623
Hurley Capital
New York
$88.3K – – –
KG
624
Kilter Group
New York
$83.5K +$21.2K +225 +34%
PGAM
625
Princeton Global Asset Management
New Jersey
$80.8K -$2.07K -22 -3%
23 24
25
26 27