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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
701
Harbor Investment Advisory
Maryland
$36.3K – – –
CCMI
702
Creative Capital Management Investments
California
$33K – – –
WCM
703
Winthrop Capital Management
Indiana
$33K – – –
SC
704
SouthState Corp
Florida
$32.9K -$22.5K -221 -41%
FFA
705
Founders Financial Alliance
North Carolina
$31.4K -$248K -2,445 -89%
CMP
706
Coston McIsaac & Partners
Maine
$31K +$406 +4 +1%
RPC
707
Rossmore Private Capital
Connecticut
$30.8K – – –
TCM
708
Triumph Capital Management
Colorado
$30.7K – – –
JWA
709
JFS Wealth Advisors
Pennsylvania
$27.2K -$21.5K -212 -44%
HPC
710
HM Payson & Co
Maine
$26.8K – – –
JFG
711
JDM Financial Group
Texas
$26.1K – – –
FMII
712
Farmers & Merchants Investments Inc
Nebraska
$23.9K – – –
LAMC
713
Longview Asset Management (California)
California
$22.8K – – –
CA
714
Crewe Advisors
Utah
$22.7K +$508 +5 +2%
IPS
715
Investors Portfolio Services
Washington
$21.7K +$305 +3 +1%
GKIM
716
GW&K Investment Management
Massachusetts
$21K – – –
AIP
717
Ameritas Investment Partners
Nebraska
$19K – – –
CA
718
Centerpoint Advisors
Massachusetts
$18K +$1.22K +12 +7%
IAIM
719
International Assets Investment Management
Florida
$18K +$16.3K +160 +1,000%
UFPG
720
United Financial Planning Group
New York
$17.3K +$305 +3 +2%
CWM
721
Copia Wealth Management
Oregon
$16.9K – – –
BF
722
BOK Financial
Oklahoma
$16.4K – – –
CI
723
CX Institutional
Indiana
$16K – – –
IFWM
724
Institute for Wealth Management
Colorado
$14.9K +$14.7K +145 New
GFA
725
Godfrey Financial Associates
New York
$14.5K – – –
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29
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