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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
T
251
TCWP
Ohio
$543K +$229K +3,658 +61%
JFG
252
JMG Financial Group
Illinois
$541K +$112K +1,784 +23%
WAP
253
Wealthcare Advisory Partners
Pennsylvania
$536K +$120K +1,921 +25%
G
254
GenTrust
Florida
$529K -$5.77K -92 -1%
RW
255
REDW Wealth
New Mexico
$528K +$2.38K +38 +0.4%
D
256
Dentgroup
Louisiana
$526K +$202K +3,216 +52%
TSS
257
Two Sigma Securities
New York
$522K +$583K +9,299 New
LFG
258
Leverty Financial Group
Wisconsin
$519K +$185K +2,947 +47%
TWA
259
Tillar-Wenstrup Advisors
Ohio
$518K -$5.5M -87,703 -90%
UCFA
260
United Capital Financial Advisors
Texas
$513K +$105K +1,677 +22%
OWM
261
Orgel Wealth Management
Wisconsin
$512K +$572K +9,118 New
GW
262
GW & Wade
Massachusetts
$506K -$272K -4,332 -32%
MLA
263
My Legacy Advisors
Oregon
$505K -$362K -5,777 -39%
BAM
264
Baldrige Asset Management
Pennsylvania
$502K +$19.7K +314 +4%
LFA
265
Level Financial Advisors
New York
$502K +$58.2K +929 +12%
BO
266
BRR OpCo
Ohio
$500K +$140K +2,230 +33%
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$496K -$7.46K -119 -1%
CPP
268
Capasso Planning Partners
South Carolina
$492K +$19.5K +311 +4%
TFS
269
TrustCore Financial Services
Tennessee
$492K +$80.2K +1,279 +17%
OIA
270
OneDigital Investment Advisors
Kansas
$492K +$550K +8,773 New
NFP
271
NorthLanding Financial Partners
New York
$490K +$547K +8,724 New
MBT
272
Montecito Bank & Trust
California
$477K +$34.5K +550 +7%
BSW
273
Buckingham Strategic Wealth
Missouri
$475K -$66.4K -1,059 -11%
SIC
274
Sigma Investment Counselors
Michigan
$475K – – –
DL
275
DOHJ LLC
Washington
$469K -$1.27M -20,218 -71%
9 10
11
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