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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
376
Perennial Investment Advisors
California
$242K – – –
GVAG
377
Great Valley Advisor Group
Delaware
$241K +$301 +4 +0.1%
TIM
378
Tortoise Investment Management
New York
$240K +$241K +3,200 +5,246%
JF
379
JSF Financial
California
$240K +$245K +3,256 New
CA
380
Cetera Advisors
Colorado
$236K +$1.73K +23 +0.7%
FWM
381
Fingerlakes Wealth Management
New York
$235K +$240K +3,190 New
BAM
382
Baldrige Asset Management
Pennsylvania
$234K -$114K -1,508 -32%
EWS
383
Evergreen Wealth Solutions
Pennsylvania
$232K -$40.6K -539 -15%
KCA
384
Karn Couzens & Associates
Connecticut
$231K +$236K +3,130 New
HFA
385
High Falls Advisors
New York
$230K -$80.4K -1,068 -25%
MAA
386
Matrix Asset Advisors
New York
$228K +$233K +3,090 New
RMC
387
Regis Management Company
California
$227K +$232K +3,075 New
UAS
388
United Asset Strategies
New York
$226K +$2.48K +33 +1%
MYIA
389
Mount Yale Investment Advisors
Colorado
$218K -$51.3K -681 -19%
PCG
390
Private Capital Group
Connecticut
$215K -$53.1K -705 -19%
LWA
391
LWS Wealth Advisors
New Jersey
$214K +$218K +2,899 New
AWM
392
Aries Wealth Management
Maine
$213K +$218K +2,892 New
OFG
393
Omega Financial Group
California
$213K +$218K +2,892 New
OIA
394
OneDigital Investment Advisors
Kansas
$212K +$226 +3 +0.1%
CAM
395
Cresset Asset Management
Illinois
$210K -$318K -4,225 -60%
BOH
396
Bank of Hawaii
Hawaii
$208K – – –
FA
397
Forefront Analytics
Pennsylvania
$208K +$301 +4 +0.1%
BBA
398
BLB&B Advisors
Pennsylvania
$206K -$1.43K -19 -0.7%
WF
399
Warner Financial
Maryland
$203K – – –
PC
400
Pecaut & Co
Iowa
$203K +$12.3K +163 +6%
14 15
16
17 18