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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
326
Great Valley Advisor Group
Delaware
$237K +$241 +3 +0.1%
CT
327
Columbia Trust
Oregon
$236K -$44.2K -550 -15%
1SB
328
1ST Source Bank
Indiana
$235K +$12.6K +157 +6%
VWM
329
Venturi Wealth Management
Texas
$235K +$241K +3,002 New
AC
330
AlphaCore Capital
California
$230K -$63K -785 -21%
NAG
331
Northstar Advisory Group
New Jersey
$227K +$232K +2,896 New
SPAS
332
Spectrum Planning & Advisory Services
California
$227K +$232K +2,896 New
MFW
333
Meristem Family Wealth
Minnesota
$224K +$230K +2,864 New
CAM
334
Cresset Asset Management
Illinois
$223K -$24.4K -304 -10%
TF
335
TimeScale Financial
Massachusetts
$219K +$67.7K +843 +43%
CPFP
336
Clear Perspectives Financial Planning
Ohio
$217K – – –
UAS
337
United Asset Strategies
New York
$216K -$70.2K -875 -24%
KPW
338
Kore Private Wealth
New York
$216K +$221K +2,758 New
FA
339
Forefront Analytics
Pennsylvania
$213K – – –
BBA
340
BLB&B Advisors
Pennsylvania
$212K -$42.5K -530 -16%
WS
341
Wedbush Securities
California
$212K +$217K +2,705 New
TI
342
tru Independence
Oregon
$212K +$218K +2,718 New
TCA
343
Transcend Capital Advisors
New Jersey
$206K +$204K +2,547 New
WC
344
Weil Company
California
$204K -$22.5K -280 -10%
FCI
345
Financial Counselors Inc
Kansas
$204K – – –
P
346
Palladiem
Pennsylvania
$204K +$209K +2,604 New
B
347
Bailard
California
$203K -$321K -4,000 -61%
BIA
348
Bell Investment Advisors
California
$202K +$207K +2,578 New
APA
349
American Portfolios Advisors
New York
$192K +$6.18K +77 +3%
WTC
350
WhitTier Trust Company
Nevada
$189K – – –
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