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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
301
Warren Street Wealth Advisors
California
$641K +$116K +1,440 +23%
WDG
302
Wealth Dimensions Group
Ohio
$639K – – –
WWM
303
WT Wealth Management
Arizona
$633K +$12.1K +150 +2%
FPCP
304
Fort Point Capital Partners
California
$623K – – –
PTC
305
Private Trust Company
Ohio
$621K -$9.7K -120 -2%
ATC
306
Argent Trust Co
Tennessee
$619K – – –
VWA
307
VERITY Wealth Advisors
United States
$617K – – –
SP
308
Symmetry Partners
Connecticut
$610K +$25.9K +320 +5%
ACA
309
Aptus Capital Advisors
Alabama
$598K -$3.88K -48 -0.7%
SWM
310
SeaCrest Wealth Management
New York
$595K -$79.1K -979 -12%
SFPM
311
Sensible Financial Planning & Management
Massachusetts
$591K +$568K +7,027 New
MBFW
312
Morton Brown Family Wealth
Pennsylvania
$590K – – –
FG
313
Foster Group
Iowa
$584K +$55.4K +686 +11%
SRB
314
Shotwell Rutter Baer
Michigan
$581K -$5.9K -73 -1%
CAG
315
Curtis Advisory Group
California
$570K -$178K -2,205 -25%
FWP
316
Falcon Wealth Planning
California
$568K +$151K +1,872 +38%
FFA
317
First Foundation Advisors
California
$564K +$58.1K +719 +12%
AA
318
Addison Advisors
Vermont
$558K -$808 -10 -0.2%
PAI
319
Pittenger & Anderson Inc
Nebraska
$558K – – –
AA
320
Aufman Associates
Pennsylvania
$555K -$5.17K -64 -1%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$547K -$9.78K -121 -2%
FC
322
Fulcrum Capital
Washington
$546K -$9.7K -120 -2%
BB
323
Bell Bank
North Dakota
$544K -$5.25K -65 -1%
EH
324
Equitable Holdings
New York
$534K -$146K -1,801 -22%
SFG
325
Sage Financial Group
Pennsylvania
$530K +$1.7K +21 +0.3%
11 12
13
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