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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
651
Stance Capital
Massachusetts
$83.3K +$86.2K +871 New
KG
652
Kilter Group
New York
$81.9K -$2.08K -21 -2%
PFM
653
Phillips Financial Management
Indiana
$80.6K – – –
EWM
654
Evolution Wealth Management
Florida
$76.4K +$79.1K +799 New
AWM
655
Angeles Wealth Management
California
$74.9K – – –
BL
656
BFSG LLC
California
$74.9K – – –
MAFA
657
MJT & Associates Financial Advisory
Minnesota
$73.8K – – –
FGAM
658
Financial Gravity Asset Management
Texas
$73.3K -$2.18K -22 -3%
IWP
659
IAG Wealth Partners
Wisconsin
$73.1K – – –
HCM
660
Hollencrest Capital Management
California
$73K +$75.5K +763 New
FHC
661
First Horizon Corporation
Tennessee
$72.2K – – –
PP
662
Pacifica Partners
Canada
$71.7K – – –
4FG
663
4Thought Financial Group
New York
$69.6K -$6.63K -67 -8%
ANBT
664
American National Bank & Trust
Texas
$69.3K -$7.42K -75 -9%
KFAS
665
Keating Financial Advisory Services
Kansas
$67.9K – – –
RPA
666
Redwood Park Advisors
California
$66.9K – – –
AIC
667
Archer Investment Corporation
Indiana
$65.4K – – –
SA
668
Scarborough Advisors
Maryland
$64.6K +$34.9K +353 +110%
PCFFS
669
Pacific Center for Financial Services
California
$64.4K – – –
DIP
670
DT Investment Partners
Pennsylvania
$64.1K – – –
HAP
671
Harbor Asset Planning
Massachusetts
$63.7K +$42.3K +427 +179%
AA
672
Ancora Advisors
Ohio
$62.8K – – –
EA
673
Evolution Advisers
Virginia
$62K – – –
NSG
674
Nalls Sherbakoff Group
Tennessee
$61.9K – – –
GWM
675
Geneos Wealth Management
Colorado
$61.8K +$989 +10 +2%
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27
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