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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
401
Veracity Capital
Georgia
$300K -$8.89K -112 -3%
ML
402
McAdam LLC
Pennsylvania
$296K +$15.8K +199 +6%
RFP
403
Root Financial Partners
California
$296K -$12.3K -155 -4%
WFA
404
Wade Financial Advisory
California
$296K -$11.8K -149 -4%
TDWM
405
Topel & Distasi Wealth Management
California
$295K -$2.06K -26 -0.7%
IAN
406
Integrated Advisors Network
Texas
$293K -$21.8K -274 -7%
KWM
407
Kingsview Wealth Management
Oregon
$293K +$91.6K +1,154 +45%
SOAG
408
Silver Oak Advisory Group
Oregon
$291K +$5.4K +68 +2%
FHA
409
First Horizon Advisors
Tennessee
$291K +$5.4K +68 +2%
MOS
410
MGO One Seven
Ohio
$291K +$32.6K +410 +12%
T
411
TCWP
Ohio
$291K +$32.6K +410 +12%
LW
412
Libra Wealth
California
$289K -$43K -542 -13%
PMFA
413
Plante Moran Financial Advisors
Michigan
$287K -$109K -1,368 -27%
ODIJL
414
One Day In July LLC
Vermont
$286K +$288K +3,632 New
WIA
415
World Investment Advisors
California
$280K +$282K +3,557 New
FNB
416
Farmers National Bank
Kentucky
$280K +$1.75K +22 +0.6%
GRP
417
Global Retirement Partners
California
$276K +$24.4K +307 +10%
TFO
418
Tarbox Family Office
California
$276K +$25.2K +317 +10%
DSN
419
D. Scott Neal
Kentucky
$276K -$8.18K -103 -3%
AWA
420
ARQ Wealth Advisors
Arizona
$275K +$3.97K +50 +1%
MW
421
Marcum Wealth
Ohio
$275K – – –
PP
422
PrairieView Partners
Minnesota
$271K -$36.6K -461 -12%
CFO
423
Callan Family Office
Pennsylvania
$271K +$874 +11 +0.3%
RW
424
Rede Wealth
Virginia
$270K – – –
TPCW
425
TD Private Client Wealth
New York
$270K +$12.9K +163 +5%
15 16
17
18 19