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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
326
Wealthspire Advisors (New York)
New York
$445K +$6.41K +89 +1%
SFA
327
Sequoia Financial Advisors
Ohio
$438K +$1.08K +15 +0.2%
GAM
328
Gemmer Asset Management
California
$434K -$13.8K -191 -3%
BAAM
329
Baker Avenue Asset Management
California
$433K +$6.34K +88 +1%
MIA
330
Milestone Investment Advisors
Wisconsin
$428K +$6.12K +85 +1%
PAI
331
Pittenger & Anderson Inc
Nebraska
$422K -$1.66K -23 -0.4%
TPCW
332
TD Private Client Wealth
New York
$418K +$16.8K +234 +4%
OGF
333
Orin Green Financial
California
$415K +$385K +5,350 New
FCI
334
Financial Counselors Inc
Kansas
$414K – – –
HWM
335
Hemington Wealth Management
Virginia
$409K – – –
UCFA
336
United Capital Financial Advisors
Texas
$409K -$352K -4,890 -45%
KPWS
337
Kestra Private Wealth Services
Texas
$406K -$14.5K -201 -3%
CC
338
Chicago Capital
Illinois
$405K – – –
RPSA
339
Richard P. Slaughter Associates
Texas
$405K +$129K +1,795 +44%
AWM
340
AE Wealth Management
Kansas
$401K -$171K -2,374 -29%
CA
341
CGN Advisors
Kansas
$401K +$175K +2,437 +73%
AGA
342
Arkos Global Advisors
Texas
$399K -$147K -2,035 -26%
FG
343
Foster Group
Iowa
$398K +$11.2K +156 +3%
FHA
344
First Horizon Advisors
Tennessee
$398K -$96K -1,334 -19%
BOH
345
Bank of Hawaii
Hawaii
$394K – – –
RWP
346
Revolve Wealth Partners
New Jersey
$386K -$19.2K -267 -5%
HPC
347
HM Payson & Co
Maine
$386K +$382K +5,303 +1,928%
WCF
348
West Coast Financial
California
$384K – – –
BSW
349
Buckingham Strategic Wealth
Missouri
$383K +$21.7K +301 +6%
LFG
350
Leverty Financial Group
Wisconsin
$378K -$504 -7 -0.1%
12 13
14
15 16