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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
226
Portland Global Advisors
Maine
$760K +$229K +3,350 +38%
BPA
227
Beacon Pointe Advisors
California
$753K -$176K -2,580 -18%
WFA
228
Wade Financial Advisory
California
$747K -$150K -2,200 -16%
CTA
229
Chesley Taft & Associates
Illinois
$746K -$3.41K -50 -0.4%
RSWM
230
Robertson Stephens Wealth Management
California
$730K +$89.1K +1,305 +13%
MFG
231
Merit Financial Group
Georgia
$715K +$347K +5,080 +80%
OFG
232
Omega Financial Group
California
$707K +$572K +8,375 +290%
CAN
233
Cetera Advisor Networks
California
$702K +$58.8K +862 +8%
GWM
234
GSB Wealth Management
Connecticut
$700K +$16.9K +248 +2%
BFM
235
Boston Financial Management
Massachusetts
$694K +$367K +5,378 +95%
WA
236
Wealth Alliance
New York
$689K +$192K +2,819 +35%
PA
237
Planning Alternatives
Michigan
$687K +$220K +3,229 +42%
UCIG
238
Ulrich Consultants & Investment Group
New Mexico
$685K +$745K +10,915 New
SAS
239
Sage Advisory Services
Texas
$677K -$320K -4,693 -30%
PTC
240
Private Trust Company
Ohio
$677K +$737K +10,792 New
KLI
241
Kelman-Lazarov Inc
Tennessee
$660K +$13.6K +199 +2%
RBA
242
Richard Bernstein Advisors
New York
$659K +$314K +4,595 +78%
ADL
243
Asset Dedication LLC
California
$656K +$280K +4,107 +65%
PA
244
Parallel Advisors
California
$653K +$81.3K +1,191 +13%
PCMC
245
Private Capital Management (Colorado)
Colorado
$642K – – –
WFA
246
Wipfli Financial Advisors
Wisconsin
$632K +$190K +2,784 +38%
RZH
247
Relyea Zuckerberg Hanson
Connecticut
$629K +$95.2K +1,395 +16%
MM
248
Main Management
California
$621K – – –
BB
249
Bell Bank
North Dakota
$620K +$30.7K +450 +5%
CCM
250
Coldstream Capital Management
Washington
$611K +$4.03K +59 +0.6%
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