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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
301
Portland Global Advisors
Maine
$259K – – –
PCG
302
Private Capital Group
Connecticut
$259K +$63.9K +803 +33%
BBA
303
BLB&B Advisors
Pennsylvania
$256K +$12.8K +161 +5%
BAAM
304
Baker Avenue Asset Management
California
$252K -$14.4K -181 -5%
CAM
305
Cresset Asset Management
Illinois
$249K – – –
MGIA
306
Moneta Group Investment Advisors
Missouri
$247K +$159 +2 +0.1%
HWMA
307
Heritage Wealth Management (Arizona)
Arizona
$246K +$67.3K +846 +37%
CA
308
Cetera Advisors
Colorado
$233K +$235K +2,947 New
GVAG
309
Great Valley Advisor Group
Delaware
$230K – – –
KWM
310
Kingsview Wealth Management
Oregon
$229K +$5.01K +63 +2%
VNA
311
Valley National Advisers
Pennsylvania
$228K +$5.57K +70 +2%
WC
312
Weil Company
California
$228K +$230K +2,885 New
1SB
313
1ST Source Bank
Indiana
$224K +$10.5K +132 +5%
IA
314
IFP Advisors
Florida
$221K -$3.42K -43 -2%
CPFP
315
Clear Perspectives Financial Planning
Ohio
$219K +$66.5K +836 +43%
FA
316
Forefront Analytics
Pennsylvania
$216K +$2.71K +34 +1%
AC
317
Arjuna Capital
North Carolina
$212K -$12.1K -152 -5%
FCI
318
Financial Counselors Inc
Kansas
$206K +$207K +2,605 New
TSS
319
Two Sigma Securities
New York
$204K +$206K +2,582 New
WTC
320
WhitTier Trust Company
Nevada
$190K – – –
APA
321
American Portfolios Advisors
New York
$188K -$23.4K -294 -11%
BAM
322
Baldrige Asset Management
Pennsylvania
$183K +$184K +2,316 New
ACA
323
Aptus Capital Advisors
Alabama
$171K +$27.9K +350 +19%
SWM
324
Sugarloaf Wealth Management
Georgia
$166K +$109K +1,368 +186%
GIA
325
Goodwin Investment Advisory
Georgia
$157K +$54.3K +682 +53%
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