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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$212K +$107K +1,604 +108%
GC
152
Grimes & Company
Massachusetts
$210K +$204K +3,062 New
NEPPG
153
New England Professional Planning Group
Rhode Island
$203K +$197K +2,955 New
SAG
154
Spotlight Asset Group
Illinois
$200K +$242K +3,632 New
PA
155
Parallel Advisors
California
$198K +$105K +1,581 +121%
PAI
156
Pittenger & Anderson Inc
Nebraska
$195K +$11.1K +167 +6%
FHA
157
First Horizon Advisors
Tennessee
$177K -$4.4K -66 -2%
ADL
158
Asset Dedication LLC
California
$153K -$2.27K -34 -2%
SIAP
159
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$145K – – –
TFS
160
TrustCore Financial Services
Tennessee
$127K +$3.13K +47 +3%
AWM
161
AllSquare Wealth Management
New York
$105K – – –
LFG
162
LifePlan Financial Group
Ohio
$97K – – –
WCM
163
Wealthcare Capital Management
Virginia
$90K +$87.2K +1,309 New
PCG
164
Private Capital Group
Connecticut
$87K +$8.6K +129 +11%
HPC
165
HM Payson & Co
Maine
$80K +$77.5K +1,164 New
PCIA
166
Prime Capital Investment Advisors
Kansas
$79K – – –
FHA
167
Flagship Harbor Advisors
Massachusetts
$62K -$162K -2,431 -73%
PCFFS
168
Pacific Center for Financial Services
California
$58K +$56K +841 New
IFWM
169
Institute for Wealth Management
Colorado
$58K +$56.3K +845 New
WTC
170
WhitTier Trust Company
Nevada
$57K – – –
VNA
171
Valley National Advisers
Pennsylvania
$55K -$2K -30 -4%
AIP
172
Ameritas Investment Partners
Nebraska
$52K +$16.7K +250 +49%
GWM
173
Geneos Wealth Management
Colorado
$50K – – –
AF
174
Advisornet Financial
Minnesota
$48K -$45.7K -686 -50%
GC
175
Grace Capital
Massachusetts
$43K +$41.6K +624 New
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