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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
376
Darden Wealth Group
Michigan
$338K -$1.15K -15 -0.4%
LW
377
Libra Wealth
California
$336K – – –
UL
378
Unionview LLC
Washington
$336K – – –
RA
379
Regis Acquisition
Colorado
$331K – – –
AGA
380
Arkos Global Advisors
Texas
$330K +$383 +5 +0.1%
PWA
381
Physician Wealth Advisors
Utah
$330K – – –
MCM
382
MAI Capital Management
Ohio
$327K +$313K +4,090 New
ITB
383
Idaho Trust Bank
Idaho
$326K -$140K -1,826 -31%
FWM
384
Fingerlakes Wealth Management
New York
$326K +$10.9K +142 +4%
UAS
385
United Asset Strategies
New York
$325K +$33.3K +435 +12%
PCMC
386
Private Capital Management (Colorado)
Colorado
$324K +$10.7K +140 +4%
SAG
387
SageView Advisory Group
California
$324K -$5.12M -66,838 -92%
WF
388
Warner Financial
Maryland
$321K – – –
RWP
389
Revolve Wealth Partners
New Jersey
$320K -$80.7K -1,054 -21%
NC
390
Napatree Capital
Rhode Island
$320K +$153 +2 +0%
IAN
391
Integrated Advisors Network
Texas
$319K -$153 -2 -0.1%
HDIM
392
Hanson & Doremus Investment Management
Vermont
$319K – – –
MNG
393
Manning & Napier Group
New York
$319K – – –
MFA
394
Morling Financial Advisors
California
$315K +$8.12K +106 +3%
WRPWM
395
Werba Rubin Papier Wealth Management
California
$315K +$302K +3,936 New
VC
396
Veracity Capital
Georgia
$313K +$5.36K +70 +2%
PP
397
PrairieView Partners
Minnesota
$313K -$536 -7 -0.2%
RFP
398
Root Financial Partners
California
$313K – – –
WFA
399
Wade Financial Advisory
California
$312K -$3.06K -40 -1%
IIC
400
Integrated Investment Consultants
Michigan
$310K +$87.8K +1,146 +42%
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