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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
251
Appleton Partners
Massachusetts
$227K +$212K +3,103 New
AWA
252
Aaron Wealth Advisors
Illinois
$224K +$210K +3,080 New
AC
253
Arjuna Capital
North Carolina
$221K – – –
GVAG
254
Great Valley Advisor Group
Delaware
$221K +$207K +3,026 New
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$219K +$204K +2,994 New
CPO
256
Cerity Partners OCIO
New York
$219K +$205K +3,001 New
OWA
257
One Wealth Advisors
California
$215K +$201K +2,947 New
WIA
258
World Investment Advisors
California
$213K +$191K +2,792 New
PA
259
Parallel Advisors
California
$211K -$33.8K -495 -15%
WFAG
260
Wescott Financial Advisory Group
Pennsylvania
$209K +$195K +2,860 New
KWM
261
Kingsview Wealth Management
Oregon
$203K +$190K +2,785 New
TFS
262
TrustCore Financial Services
Tennessee
$202K +$4.51K +66 +2%
AC
263
AlphaCore Capital
California
$194K +$8.67K +127 +5%
PCG
264
Private Capital Group
Connecticut
$167K -$27.9K -409 -15%
IA
265
IFP Advisors
Florida
$159K +$20K +293 +15%
ACA
266
Aptus Capital Advisors
Alabama
$136K – – –
TF
267
TimeScale Financial
Massachusetts
$135K -$8.61K -126 -6%
SWM
268
Sugarloaf Wealth Management
Georgia
$134K +$125K +1,828 New
EA
269
Elm Advisors
California
$133K +$124K +1,820 New
CPFP
270
Clear Perspectives Financial Planning
Ohio
$123K +$115K +1,688 New
VNA
271
Valley National Advisers
Pennsylvania
$119K +$13K +190 +13%
WTC
272
WhitTier Trust Company
Nevada
$116K -$1.02K -15 -0.9%
SIAP
273
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$110K – – –
TPWA
274
TRUE Private Wealth Advisors
Oregon
$100K – – –
PMFA
275
Plante Moran Financial Advisors
Michigan
$99K +$64.6K +946 +228%
9 10
11
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