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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
701
Coston McIsaac & Partners
Maine
$31K +$406 +4 +1%
RPC
702
Rossmore Private Capital
Connecticut
$30.8K – – –
TCM
703
Triumph Capital Management
Colorado
$30.7K – – –
JWA
704
JFS Wealth Advisors
Pennsylvania
$27.2K -$21.5K -212 -44%
HPC
705
HM Payson & Co
Maine
$26.8K – – –
JFG
706
JDM Financial Group
Texas
$26.1K – – –
FMII
707
Farmers & Merchants Investments Inc
Nebraska
$23.9K – – –
LAMC
708
Longview Asset Management (California)
California
$22.8K – – –
CA
709
Crewe Advisors
Utah
$22.7K +$508 +5 +2%
IPS
710
Investors Portfolio Services
Washington
$21.7K +$305 +3 +1%
GKIM
711
GW&K Investment Management
Massachusetts
$21K – – –
AIP
712
Ameritas Investment Partners
Nebraska
$19K – – –
CA
713
Centerpoint Advisors
Massachusetts
$18K +$1.22K +12 +7%
IAIM
714
International Assets Investment Management
Florida
$18K +$16.3K +160 +1,000%
UFPG
715
United Financial Planning Group
New York
$17.3K +$305 +3 +2%
CWM
716
Copia Wealth Management
Oregon
$16.9K – – –
BF
717
BOK Financial
Oklahoma
$16.4K – – –
CI
718
CX Institutional
Indiana
$16K – – –
IFWM
719
Institute for Wealth Management
Colorado
$14.9K +$14.7K +145 New
GFA
720
Godfrey Financial Associates
New York
$14.5K – – –
HFS
721
Hantz Financial Services
Michigan
$14K -$2.64K -26 -16%
SWA
722
Strategic Wealth Advisors
Arizona
$14K +$2.64K +26 +21%
AWM
723
Abound Wealth Management
Tennessee
$13.8K +$102 +1 +0.8%
VR
724
Vision Retirement
New Jersey
$13K – – –
FA
725
Financial Avengers
California
$10.4K +$5.28K +52 +104%
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