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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
276
Ameraudi Asset Management
New York
$648K – – –
BFA
277
Bragg Financial Advisors
North Carolina
$648K – – –
AWM
278
Axxcess Wealth Management
California
$641K -$59.9K -821 -9%
LFA
279
Level Financial Advisors
New York
$638K +$1.31K +18 +0.2%
SB
280
Simmons Bank
Arkansas
$635K -$372K -5,097 -37%
FC
281
Fulcrum Capital
Washington
$629K – – –
BIA
282
Bell Investment Advisors
California
$624K +$44K +603 +8%
CAL
283
Capital Analysts LLC
Pennsylvania
$615K -$7.66K -105 -1%
PFM
284
Peak Financial Management
Massachusetts
$608K +$98.8K +1,354 +19%
D
285
Dentgroup
Louisiana
$604K +$9.85K +135 +2%
CAG
286
Curtis Advisory Group
California
$603K +$381K +5,228 +172%
AAS
287
Avantax Advisory Services
Texas
$602K -$83.6K -1,146 -12%
AWM
288
AE Wealth Management
Kansas
$596K -$28.8K -395 -5%
SIC
289
Sigma Investment Counselors
Michigan
$593K – – –
NL
290
NEPC LLC
Massachusetts
$591K +$591K +8,104 New
SDWMA
291
Schneider Downs Wealth Management Advisors
Pennsylvania
$579K +$3.94K +54 +0.7%
AGA
292
Arkos Global Advisors
Texas
$570K +$570K +7,810 New
ST
293
Sentinel Trust
Texas
$569K -$9.92K -136 -2%
SW
294
SVB Wealth
Massachusetts
$569K -$1.46K -20 -0.3%
CT
295
Cambridge Trust
Massachusetts
$567K -$60.6K -831 -10%
PFGIA
296
Patriot Financial Group Insurance Agency
Massachusetts
$566K +$6.71K +92 +1%
WDG
297
Wealth Dimensions Group
Ohio
$563K – – –
EFL
298
ERn Financial LLC
Wisconsin
$545K -$63.3K -868 -10%
FPCP
299
Fort Point Capital Partners
California
$542K +$299K +4,100 +123%
ASFA
300
All Season Financial Advisors
Colorado
$530K -$245K -3,354 -32%
10 11
12
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