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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
376
Opal Wealth Advisors
New York
$309K +$63 +1 +0%
SQA
377
Simon Quick Advisors
New Jersey
$308K -$17.5K -279 -6%
T
378
TrueFG
Texas
$308K +$10.7K +170 +4%
WWM
379
WT Wealth Management
Arizona
$307K -$146K -2,317 -33%
MYIA
380
Mount Yale Investment Advisors
Colorado
$305K +$59.2K +943 +25%
BSB
381
Bangor Savings Bank
Maine
$304K -$4.9K -78 -2%
AWM
382
Apollon Wealth Management
South Carolina
$302K +$288K +4,592 New
RWP
383
Revolve Wealth Partners
New Jersey
$300K +$287K +4,568 New
EWS
384
Evergreen Wealth Solutions
Pennsylvania
$298K +$285K +4,540 New
SW
385
SVB Wealth
Massachusetts
$296K +$283K +4,500 New
AF
386
Advisornet Financial
Minnesota
$295K +$628 +10 +0.2%
SEIA
387
Signature Estate & Investment Advisors
California
$293K +$19.5K +310 +7%
MIA
388
Milestone Investment Advisors
Wisconsin
$287K +$274K +4,368 New
BBNA
389
Bremer Bank National Association
Minnesota
$287K -$11.9K -190 -4%
FWM
390
Fingerlakes Wealth Management
New York
$285K +$9.8K +156 +4%
HI
391
Harbour Investments
Wisconsin
$284K -$18.9K -301 -7%
CAL
392
Capital Analysts LLC
Pennsylvania
$277K -$62.7K -998 -19%
HPM
393
Hoxton Planning & Management
West Virginia
$276K +$264K +4,202 New
VHAM
394
Van Hulzen Asset Management
California
$275K – – –
PP
395
PDS Planning
Ohio
$271K +$1.19K +19 +0.5%
PFA
396
Pathway Financial Advisors
Vermont
$271K -$52.8K -841 -17%
GC
397
Grimes & Company
Massachusetts
$271K -$5.4K -86 -2%
FPCP
398
Fort Point Capital Partners
California
$270K +$6.28K +100 +2%
WF
399
Warner Financial
Maryland
$269K +$11.8K +188 +5%
CJFS
400
Coulter & Justus Financial Services
Tennessee
$269K +$257K +4,089 New
14 15
16
17 18