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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
351
Brighton Jones LLC
Washington
$728K +$753K +7,611 New
ATC
352
Argent Trust Co
Tennessee
$704K – – –
SP
353
Symmetry Partners
Connecticut
$702K -$14.8K -150 -2%
VWA
354
VERITY Wealth Advisors
United States
$701K – – –
SG
355
Sharper & Granite
California
$698K -$17K -172 -2%
IA
356
IFP Advisors
Florida
$692K +$62.8K +635 +10%
DWA
357
Davis Wealth Advisors
New Hampshire
$687K +$17.9K +181 +3%
GKWIM
358
Gerber Kawasaki Wealth & Investment Management
California
$684K +$92.8K +938 +15%
WA
359
Waverly Advisors
Alabama
$680K – – –
SWM
360
SigFig Wealth Management
California
$678K -$336K -3,391 -32%
MCCA
361
Mill Creek Capital Advisors
Pennsylvania
$673K – – –
FFS
362
Founders Financial Securities
Maryland
$672K +$14.1K +142 +2%
AA
363
Aufman Associates
Pennsylvania
$661K – – –
PWM
364
Paulson Wealth Management
Illinois
$660K -$48.6K -491 -7%
CA
365
Capital Advantage
California
$659K +$42K +424 +7%
PTC
366
Private Trust Company
Ohio
$655K – – –
RIM
367
Ryan Investment Management
Colorado
$649K -$482K -4,873 -42%
SFG
368
Sage Financial Group
Pennsylvania
$648K +$29.4K +297 +5%
AC
369
AlphaCore Capital
California
$648K +$196K +1,984 +41%
AA
370
Addison Advisors
Vermont
$643K – – –
FHA
371
Flagship Harbor Advisors
Massachusetts
$635K +$67.5K +682 +11%
OBWG
372
Onyx Bridge Wealth Group
New York
$634K -$179K -1,810 -21%
WETS
373
Wealth Enhancement Trust Services
South Dakota
$634K +$51.7K +523 +9%
BFS
374
Bradley Foster & Sargent
Connecticut
$633K +$14.3K +145 +2%
FPCP
375
Fort Point Capital Partners
California
$629K – – –
13 14
15
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