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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
$397K +$20.5K +327 +6%
SFA
327
Sequoia Financial Advisors
Ohio
$396K -$29.5K -470 -7%
ATC
328
Argent Trust Co
Tennessee
$395K – – –
PAG
329
Private Advisor Group
New Jersey
$393K +$76.1K +1,212 +7%
GIA
330
Goodwin Investment Advisory
Georgia
$392K -$41.3K -658 -10%
WIA
331
World Investment Advisors
California
$390K +$25.7K +410 +7%
HWM
332
Hemington Wealth Management
Virginia
$389K +$372K +5,922 New
HTC
333
Haverford Trust Company
Pennsylvania
$386K – – –
CC
334
Chicago Capital
Illinois
$386K – – –
VWA
335
VERITY Wealth Advisors
United States
$386K – – –
TFO
336
Tarbox Family Office
California
$385K +$39.6K +630 +12%
FFA
337
Farther Finance Advisors
California
$384K +$367K +5,845 New
SCA
338
Snowden Capital Advisors
New York
$383K -$249K -3,966 -40%
WA
339
Wealth Alliance
New York
$378K -$9.73K -155 -3%
AP
340
Appleton Partners
Massachusetts
$375K -$20.4K -325 -5%
MLA
341
My Legacy Advisors
Oregon
$375K -$237K -3,767 -42%
CW
342
CreativeOne Wealth
Kansas
$368K +$8.35K +133 +2%
AA
343
Aufman Associates
Pennsylvania
$367K +$314 +5 +0.1%
PWA
344
Physician Wealth Advisors
Utah
$361K +$4.9K +78 +2%
LFG
345
Leverty Financial Group
Wisconsin
$360K -$238K -3,785 -41%
AWM
346
Aprio Wealth Management
Georgia
$359K +$343K +5,457 New
BAAM
347
Baker Avenue Asset Management
California
$358K -$49K -780 -13%
BSW
348
Buckingham Strategic Wealth
Missouri
$357K -$190K -3,032 -36%
VNA
349
Valley National Advisers
Pennsylvania
$355K -$21.4K -341 -6%
FRA
350
Frank Rimerman Advisors
California
$352K – – –
12 13
14
15 16