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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
701
Farmers & Merchants Investments Inc
Nebraska
$22.2K +$23K +232 New
LAMC
702
Longview Asset Management (California)
California
$21.2K – – –
CA
703
Crewe Advisors
Utah
$20.7K – – –
GKIM
704
GW&K Investment Management
Massachusetts
$20K +$20.6K +208 New
IPS
705
Investors Portfolio Services
Washington
$19.9K – – –
AIP
706
Ameritas Investment Partners
Nebraska
$17.7K – – –
GI
707
GAMMA Investing
California
$16.3K -$25.5K -258 -60%
HFS
708
Hantz Financial Services
Michigan
$16K -$2.38K -24 -13%
CA
709
Centerpoint Advisors
Massachusetts
$16K +$2.97K +30 +22%
UFPG
710
United Financial Planning Group
New York
$15.9K – – –
CWM
711
Copia Wealth Management
Oregon
$15.7K – – –
BF
712
BOK Financial
Oklahoma
$15.3K – – –
CI
713
CX Institutional
Indiana
$15K -$99 -1 -0.6%
GWM
714
Grand Wealth Management
Michigan
$14.1K – – –
GFA
715
Godfrey Financial Associates
New York
$13.5K +$1.48K +15 +12%
AWM
716
Abound Wealth Management
Tennessee
$12.8K – – –
VR
717
Vision Retirement
New Jersey
$12K – – –
GWANC
718
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.2K +$11.6K +117 New
SWA
719
Strategic Wealth Advisors
Arizona
$11K -$2.57K -26 -17%
SRCM
720
Signature Resources Capital Management
California
$9.47K – – –
CTWM
721
Cherry Tree Wealth Management
Minnesota
$8.51K – – –
AAP
722
Arax Advisory Partners
Colorado
$7.95K -$31.4K -317 -79%
DJSG
723
D.J. St. Germain
Massachusetts
$7.84K +$8.11K +82 New
BTI
724
Blue Trust Inc
Georgia
$7.6K – – –
SIS
725
Sound Income Strategies
Florida
$7.2K – – –
27 28
29
30 31