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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
401
PrairieView Partners
Minnesota
$296K +$3.54K +50 +1%
PCMC
402
Private Capital Management (Colorado)
Colorado
$296K +$21.1K +298 +8%
RFP
403
Root Financial Partners
California
$296K +$35K +494 +14%
DI
404
DFPG Investments
Utah
$293K -$104K -1,463 -27%
MFA
405
Mayflower Financial Advisors
Massachusetts
$293K +$43.6K +616 +4%
SFG
406
SNS Financial Group
Minnesota
$292K – – –
VC
407
Veracity Capital
Georgia
$291K -$23.5K -332 -8%
MFA
408
Morling Financial Advisors
California
$290K -$2.27K -32 -0.8%
TDWM
409
Topel & Distasi Wealth Management
California
$286K – – –
OBWP
410
O'Brien Wealth Partners
Massachusetts
$285K – – –
MFG
411
Mainsail Financial Group
Washington
$284K +$142 +2 +0.1%
BSB
412
Bangor Savings Bank
Maine
$281K -$33.6K -474 -11%
CA
413
CoreCap Advisors
Michigan
$275K -$13.9K -196 -5%
UAS
414
United Asset Strategies
New York
$275K +$17.1K +242 +7%
FHA
415
First Horizon Advisors
Tennessee
$274K -$151K -2,127 -37%
DSN
416
D. Scott Neal
Kentucky
$272K – – –
EPP
417
ETF Portfolio Partners
Kansas
$272K +$1.06K +15 +0.4%
BFM
418
Boston Financial Management
Massachusetts
$272K -$15.6K -220 -6%
MAA
419
Matrix Asset Advisors
New York
$268K -$3.19K -45 -1%
SOAG
420
Silver Oak Advisory Group
Oregon
$267K +$2.97K +42 +1%
WIA
421
World Investment Advisors
California
$265K -$216K -3,053 -47%
RPSA
422
Richard P. Slaughter Associates
Texas
$264K -$167K -2,365 -40%
MW
423
Marcum Wealth
Ohio
$263K – – –
PWM
424
Perigon Wealth Management
California
$260K -$1.52M -21,434 -86%
SP
425
Symmetry Partners
Connecticut
$259K -$116K -1,632 -32%
15 16
17
18 19