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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
UL
401
Unionview LLC
Washington
$269K +$1.51K +24 +0.6%
HDIM
402
Hanson & Doremus Investment Management
Vermont
$267K -$11K -175 -4%
PIA
403
Perennial Investment Advisors
California
$261K +$250K +3,977 New
EPP
404
ETF Portfolio Partners
Kansas
$259K +$1.57K +25 +0.6%
FA
405
Flagstar Advisors
New York
$259K +$68.1K +1,085 +38%
BTWM
406
Baker Tilly Wealth Management
Wisconsin
$258K +$20.6K +328 +9%
TDWM
407
Topel & Distasi Wealth Management
California
$257K – – –
SB
408
Strategic Blueprint
Georgia
$257K -$47.2K -751 -16%
PPW
409
Presilium Private Wealth
Pennsylvania
$256K +$245K +3,896 New
CA
410
CoreCap Advisors
Michigan
$256K +$9.86K +157 +4%
CA
411
CGN Advisors
Kansas
$256K -$250K -3,984 -51%
RW
412
Rede Wealth
Virginia
$255K +$243K +3,877 New
AG
413
Ascent Group
Virginia
$251K -$97.2K -1,547 -29%
LW
414
Libra Wealth
California
$251K +$10.6K +169 +5%
TWA
415
Talisman Wealth Advisors
New Jersey
$251K +$240K +3,814 New
UAS
416
United Asset Strategies
New York
$250K +$11.6K +185 +5%
PMFA
417
Plante Moran Financial Advisors
Michigan
$249K +$51.5K +820 +28%
BRWA
418
B. Riley Wealth Advisors
Florida
$248K +$237K +3,775 New
OBWP
419
O'Brien Wealth Partners
Massachusetts
$248K -$2.46M -39,128 -91%
GVAG
420
Great Valley Advisor Group
Delaware
$244K +$233K +3,710 New
IAN
421
Integrated Advisors Network
Texas
$241K -$63.3K -1,008 -22%
VC
422
Veracity Capital
Georgia
$241K +$230K +3,660 New
P
423
Palladiem
Pennsylvania
$241K – – –
FPAS
424
Focus Partners Advisor Solutions
Missouri
$237K -$76.8K -1,223 -25%
SFG
425
SNS Financial Group
Minnesota
$235K +$225K +3,577 New
15 16
17
18 19