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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
276
BOK Financial
Oklahoma
$569K – – –
BB
277
Bell Bank
North Dakota
$568K +$117K +1,466 +26%
CAM
278
Cresset Asset Management
Illinois
$563K +$336K +4,225 +148%
SHWM
279
Silicon Hills Wealth Management
Texas
$560K -$748K -9,389 -57%
WANY
280
Wealthspire Advisors (New York)
New York
$557K +$60.5K +760 +12%
PA
281
Planning Alternatives
Michigan
$549K +$155K +1,944 +39%
HI
282
Harbour Investments
Wisconsin
$547K +$63.5K +798 +13%
MAM
283
Meeder Asset Management
Ohio
$538K +$5.73K +72 +1%
AA
284
Addison Advisors
Vermont
$534K +$535K +6,715 New
ACA
285
Atlas Capital Advisors
Wyoming
$529K +$398 +5 +0.1%
PCMC
286
Private Capital Management (Colorado)
Colorado
$524K +$28.1K +353 +6%
PAI
287
Pittenger & Anderson Inc
Nebraska
$516K +$47.4K +595 +10%
EFL
288
ERn Financial LLC
Wisconsin
$511K +$106K +1,331 +26%
OWA
289
Opal Wealth Advisors
New York
$511K +$165K +2,077 +48%
CTC
290
Central Trust Company
Missouri
$508K +$388K +4,867 +320%
TCOV
291
Trust Company of Vermont
Vermont
$505K +$2.47K +31 +0.5%
SDWMA
292
Schneider Downs Wealth Management Advisors
Pennsylvania
$500K +$18.5K +232 +4%
LWMG
293
Levy Wealth Management Group
Pennsylvania
$497K +$53.1K +667 +12%
MNG
294
Manning & Napier Group
New York
$483K – – –
ST
295
Sentinel Trust
Texas
$483K – – –
BRWA
296
B. Riley Wealth Advisors
Florida
$470K +$82.5K +1,036 +21%
KFP
297
KB Financial Partners
New Jersey
$469K +$44.3K +557 +10%
MA
298
Mutual Advisors
Nebraska
$468K +$10.3K +129 +2%
CC
299
Chicago Capital
Illinois
$466K – – –
SFA
300
Sequoia Financial Advisors
Ohio
$460K +$461K +5,788 New
10 11
12
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