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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
276
Castle Rock Wealth Management
California
$396K +$61.4K +765 +19%
PA
277
Planning Alternatives
Michigan
$389K – – –
PP
278
PDS Planning
Ohio
$386K -$1.85K -23 -0.5%
BRWA
279
B. Riley Wealth Advisors
Florida
$382K +$96.3K +1,200 +33%
BSW
280
Buckingham Strategic Wealth
Missouri
$382K +$392K +4,877 New
GAM
281
Gemmer Asset Management
California
$380K – – –
TPCW
282
TD Private Client Wealth
New York
$377K +$62.1K +773 +19%
JFG
283
JMG Financial Group
Illinois
$373K – – –
CFG
284
Cooper Financial Group
California
$373K +$83.7K +1,043 +28%
RZH
285
Relyea Zuckerberg Hanson
Connecticut
$370K – – –
CFD
286
Creative Financial Designs
Indiana
$366K +$98K +1,221 +35%
VNA
287
Valley National Advisers
Pennsylvania
$365K +$142K +1,773 +62%
AWS
288
AJ Wealth Strategies
New York
$356K – – –
CWM
289
Chicago Wealth Management
Illinois
$353K – – –
WFAG
290
Wescott Financial Advisory Group
Pennsylvania
$353K +$23.6K +294 +7%
WIA
291
World Investment Advisors
California
$352K +$60.5K +754 +20%
PA
292
Parallel Advisors
California
$347K +$52.3K +652 +17%
MSFS
293
Main Street Financial Solutions
Pennsylvania
$345K -$22.9K -285 -6%
HNB
294
Huntington National Bank
Ohio
$344K +$401 +5 +0.1%
CG
295
Colony Group
Massachusetts
$343K -$176K -2,187 -33%
OWA
296
Opal Wealth Advisors
New York
$342K +$28.4K +354 +9%
CAL
297
Capital Analysts LLC
Pennsylvania
$329K -$5.94K -74 -2%
TFS
298
TrustCore Financial Services
Tennessee
$325K +$37.7K +469 +13%
OWP
299
Obermeyer Wealth Partners
Colorado
$323K – – –
AIA
300
Arbor Investment Advisors
North Carolina
$323K +$12K +149 +4%
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12
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