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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
701
NBT Bank
New York
$28.2K -$8.11K -82 -22%
CMP
702
Coston McIsaac & Partners
Maine
$28K – – –
HPC
703
HM Payson & Co
Maine
$24.8K – – –
JFG
704
JDM Financial Group
Texas
$24.3K +$25.1K +254 New
FMII
705
Farmers & Merchants Investments Inc
Nebraska
$22.2K +$23K +232 New
LAMC
706
Longview Asset Management (California)
California
$21.2K – – –
CA
707
Crewe Advisors
Utah
$20.7K – – –
GKIM
708
GW&K Investment Management
Massachusetts
$20K +$20.6K +208 New
IPS
709
Investors Portfolio Services
Washington
$19.9K – – –
AIP
710
Ameritas Investment Partners
Nebraska
$17.7K – – –
GI
711
GAMMA Investing
California
$16.3K -$25.5K -258 -60%
HFS
712
Hantz Financial Services
Michigan
$16K -$2.38K -24 -13%
CA
713
Centerpoint Advisors
Massachusetts
$16K +$2.97K +30 +22%
UFPG
714
United Financial Planning Group
New York
$15.9K – – –
CWM
715
Copia Wealth Management
Oregon
$15.7K – – –
BF
716
BOK Financial
Oklahoma
$15.3K – – –
CI
717
CX Institutional
Indiana
$15K -$99 -1 -0.6%
GWM
718
Grand Wealth Management
Michigan
$14.1K – – –
GFA
719
Godfrey Financial Associates
New York
$13.5K +$1.48K +15 +12%
AWM
720
Abound Wealth Management
Tennessee
$12.8K – – –
VR
721
Vision Retirement
New Jersey
$12K – – –
GWANC
722
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.2K +$11.6K +117 New
SWA
723
Strategic Wealth Advisors
Arizona
$11K -$2.57K -26 -17%
SRCM
724
Signature Resources Capital Management
California
$9.47K – – –
CTWM
725
Cherry Tree Wealth Management
Minnesota
$8.51K – – –
27 28
29
30 31