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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
401
ETF Portfolio Partners
Kansas
$284K +$1.26K +18 +0.5%
MNG
402
Manning & Napier Group
New York
$281K – – –
RPSA
403
Richard P. Slaughter Associates
Texas
$280K +$273K +3,895 New
PIA
404
Perennial Investment Advisors
California
$278K -$7.3K -104 -3%
AG
405
Ascent Group
Virginia
$278K +$2.81K +40 +1%
LW
406
Libra Wealth
California
$277K +$2.88K +41 +1%
CA
407
CGN Advisors
Kansas
$275K -$4K -57 -1%
TWA
408
Talisman Wealth Advisors
New Jersey
$274K – – –
IA
409
IFP Advisors
Florida
$274K -$2.89M -41,143 -91%
PPW
410
Presilium Private Wealth
Pennsylvania
$273K -$7.02K -100 -3%
OBWP
411
O'Brien Wealth Partners
Massachusetts
$271K – – –
TDWM
412
Topel & Distasi Wealth Management
California
$270K -$10.7K -153 -4%
IAN
413
Integrated Advisors Network
Texas
$269K +$4.98K +71 +2%
SFG
414
SNS Financial Group
Minnesota
$264K +$7.02K +100 +3%
EWA
415
EP Wealth Advisors
California
$264K -$21.7M -309,673 -99%
EWS
416
Evergreen Wealth Solutions
Pennsylvania
$264K -$61.1K -870 -19%
SWM
417
Spire Wealth Management
Virginia
$264K +$177K +2,517 +218%
DWM
418
Destination Wealth Management
California
$262K +$34.3K +489 +15%
AF
419
Allworth Financial
California
$259K +$104K +1,478 +69%
BRWA
420
B. Riley Wealth Advisors
Florida
$258K -$12.5K -178 -5%
RFP
421
Root Financial Partners
California
$257K +$251K +3,581 New
MAA
422
Matrix Asset Advisors
New York
$255K +$7.86K +112 +3%
OWP
423
Obermeyer Wealth Partners
Colorado
$251K – – –
SOAG
424
Silver Oak Advisory Group
Oregon
$250K – – –
MW
425
Marcum Wealth
Ohio
$249K -$140 -2 -0.1%
15 16
17
18 19