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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
276
B. Riley Wealth Advisors
Florida
$253K +$250K +3,326 New
NL
277
NWAM LLC
Washington
$252K +$250K +3,324 New
PGA
278
Portland Global Advisors
Maine
$249K – – –
AWA
279
Aaron Wealth Advisors
Illinois
$249K +$16K +212 +7%
SAG
280
Spotlight Asset Group
Illinois
$243K -$92.1K -1,223 -28%
MCWS
281
McKinley Carter Wealth Services
West Virginia
$243K +$241K +3,201 New
LWMG
282
Levy Wealth Management Group
Pennsylvania
$242K -$151 -2 -0.1%
CAM
283
Cresset Asset Management
Illinois
$239K – – –
CPO
284
Cerity Partners OCIO
New York
$239K +$11.1K +148 +5%
MGIA
285
Moneta Group Investment Advisors
Missouri
$237K +$75 +1 +0%
FG
286
Foster Group
Iowa
$233K +$231K +3,067 New
BBA
287
BLB&B Advisors
Pennsylvania
$233K +$231K +3,074 New
GVAG
288
Great Valley Advisor Group
Delaware
$230K – – –
KWM
289
Kingsview Wealth Management
Oregon
$217K +$3.01K +40 +1%
IA
290
IFP Advisors
Florida
$216K +$48.6K +645 +30%
AC
291
Arjuna Capital
North Carolina
$215K -$15.1K -200 -7%
VNA
292
Valley National Advisers
Pennsylvania
$213K +$88.9K +1,181 +72%
PFA
293
Pure Financial Advisors
California
$212K +$210K +2,793 New
TI
294
tru Independence
Oregon
$211K -$54.7K -727 -21%
TFS
295
TrustCore Financial Services
Tennessee
$210K +$527 +7 +0.3%
1SB
296
1ST Source Bank
Indiana
$205K +$204K +2,703 New
FA
297
Forefront Analytics
Pennsylvania
$204K +$202K +2,687 New
APA
298
American Portfolios Advisors
New York
$203K +$201K +2,672 New
CAL
299
Capital Analysts LLC
Pennsylvania
$202K +$106K +1,411 +113%
TFA
300
TPG Financial Advisors
Oregon
$201K +$199K +2,642 New
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