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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
301
Wescott Financial Advisory Group
Pennsylvania
$399K +$50K +732 +13%
BRWA
302
B. Riley Wealth Advisors
Florida
$399K +$63.2K +926 +17%
PFA
303
Pure Financial Advisors
California
$399K +$434K +6,364 New
FDCDDQ
304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$398K +$87.4K +1,281 +25%
SDWMA
305
Schneider Downs Wealth Management Advisors
Pennsylvania
$397K +$1.98K +29 +0.5%
LFG
306
Leverty Financial Group
Wisconsin
$396K -$140K -2,057 -25%
MA
307
Mutual Advisors
Nebraska
$396K +$28.9K +424 +7%
PFM
308
Peak Financial Management
Massachusetts
$392K +$106K +1,560 +33%
ACA
309
Atlas Capital Advisors
Wyoming
$389K -$31.9K -467 -7%
ACM
310
Armbruster Capital Management
New York
$388K +$17.1K +250 +4%
D
311
Dentgroup
Louisiana
$387K -$30.8K -451 -7%
JPG
312
Jordan Park Group
California
$387K +$421K +6,164 New
WSWA
313
Warren Street Wealth Advisors
California
$383K +$25K +366 +6%
T
314
TCWP
Ohio
$377K +$48.7K +714 +13%
B
315
Bailard
California
$376K +$169K +2,474 +70%
HTC
316
Haverford Trust Company
Pennsylvania
$369K +$20.6K +302 +5%
CC
317
Chicago Capital
Illinois
$368K – – –
VNA
318
Valley National Advisers
Pennsylvania
$368K +$16.5K +242 +4%
WCFA
319
Walkner Condon Financial Advisors
Wisconsin
$367K -$52.1K -764 -12%
OBWG
320
Onyx Bridge Wealth Group
New York
$365K -$70.2K -1,028 -15%
TF
321
TimeScale Financial
Massachusetts
$365K +$7.51K +110 +2%
FG
322
Foster Group
Iowa
$357K +$53.8K +788 +16%
AG
323
Ascent Group
Virginia
$355K -$39.7K -582 -10%
ST
324
Sentinel Trust
Texas
$350K -$30.4K -445 -7%
AA
325
Aufman Associates
Pennsylvania
$350K +$2.87K +42 +0.8%
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13
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