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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
401
Private Capital Management (Colorado)
Colorado
$296K +$21.1K +298 +8%
RFP
402
Root Financial Partners
California
$296K +$35K +494 +14%
DI
403
DFPG Investments
Utah
$293K -$104K -1,463 -27%
MFA
404
Mayflower Financial Advisors
Massachusetts
$293K +$43.6K +616 +4%
SFG
405
SNS Financial Group
Minnesota
$292K – – –
VC
406
Veracity Capital
Georgia
$291K -$23.5K -332 -8%
MFA
407
Morling Financial Advisors
California
$290K -$2.27K -32 -0.8%
TDWM
408
Topel & Distasi Wealth Management
California
$286K – – –
OBWP
409
O'Brien Wealth Partners
Massachusetts
$285K – – –
MFG
410
Mainsail Financial Group
Washington
$284K +$142 +2 +0.1%
BSB
411
Bangor Savings Bank
Maine
$281K -$33.6K -474 -11%
CA
412
CoreCap Advisors
Michigan
$275K -$13.9K -196 -5%
UAS
413
United Asset Strategies
New York
$275K +$17.1K +242 +7%
FHA
414
First Horizon Advisors
Tennessee
$274K -$151K -2,127 -37%
DSN
415
D. Scott Neal
Kentucky
$272K – – –
EPP
416
ETF Portfolio Partners
Kansas
$272K +$1.06K +15 +0.4%
BFM
417
Boston Financial Management
Massachusetts
$272K -$15.6K -220 -6%
MAA
418
Matrix Asset Advisors
New York
$268K -$3.19K -45 -1%
SOAG
419
Silver Oak Advisory Group
Oregon
$267K +$2.97K +42 +1%
WIA
420
World Investment Advisors
California
$265K -$216K -3,053 -47%
RPSA
421
Richard P. Slaughter Associates
Texas
$264K -$167K -2,365 -40%
MW
422
Marcum Wealth
Ohio
$263K – – –
PWM
423
Perigon Wealth Management
California
$260K -$1.52M -21,434 -86%
SP
424
Symmetry Partners
Connecticut
$259K -$116K -1,632 -32%
MWS
425
Maxwell Wealth Strategies
California
$257K +$241K +3,399 New
15 16
17
18 19