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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
326
Regal Investment Advisors
Michigan
$388K -$366K -4,861 -48%
OWA
327
Opal Wealth Advisors
New York
$387K -$89K -1,182 -18%
AP
328
Adero Partners
California
$385K +$393K +5,215 New
WANY
329
Wealthspire Advisors (New York)
New York
$377K -$143K -1,896 -27%
FDCDDQ
330
Federation des caisses Desjardins du Quebec
Quebec, Canada
$373K -$33.1K -440 -8%
GAM
331
Gemmer Asset Management
California
$361K +$377 +5 +0.1%
FG
332
Foster Group
Iowa
$361K +$43.2K +573 +13%
PWA
333
Physician Wealth Advisors
Utah
$345K -$30.2K -401 -8%
PP
334
PDS Planning
Ohio
$345K -$15.5K -206 -4%
PFM
335
Peak Financial Management
Massachusetts
$345K +$52.9K +702 +18%
WWM
336
Western Wealth Management
Colorado
$344K +$352K +4,669 New
AIA
337
Arbor Investment Advisors
North Carolina
$338K +$16.7K +222 +5%
FFN
338
Focus Financial Network
Minnesota
$335K +$342K +4,543 New
GIA
339
Goodwin Investment Advisory
Georgia
$334K -$346K -4,593 -50%
AWS
340
AJ Wealth Strategies
New York
$334K – – –
MFA
341
Morling Financial Advisors
California
$334K +$65.3K +867 +24%
VWA
342
VERITY Wealth Advisors
United States
$330K – – –
BSB
343
Bangor Savings Bank
Maine
$327K +$9.94K +132 +3%
VHAM
344
Van Hulzen Asset Management
California
$324K -$279K -3,709 -46%
MBFW
345
Morton Brown Family Wealth
Pennsylvania
$324K – – –
1SB
346
1ST Source Bank
Indiana
$324K +$106K +1,403 +47%
CG
347
Colony Group
Massachusetts
$322K – – –
SEIA
348
Signature Estate & Investment Advisors
California
$321K +$20.6K +274 +7%
APA
349
American Portfolios Advisors
New York
$321K +$178K +2,364 +119%
RA
350
RFG Advisory
Alabama
$313K +$4.14K +55 +1%
12 13
14
15 16