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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
$321K – – –
FFN
402
Focus Financial Network
Minnesota
$318K +$970 +12 +0.3%
RFP
403
Root Financial Partners
California
$316K – – –
WFA
404
Wade Financial Advisory
California
$316K – – –
TDWM
405
Topel & Distasi Wealth Management
California
$314K -$1.29K -16 -0.4%
BSB
406
Bangor Savings Bank
Maine
$313K -$359K -4,446 -54%
IAN
407
Integrated Advisors Network
Texas
$313K – – –
SOAG
408
Silver Oak Advisory Group
Oregon
$311K – – –
FHA
409
First Horizon Advisors
Tennessee
$311K – – –
ODIJL
410
One Day In July LLC
Vermont
$311K +$4.69K +58 +2%
PP
411
PrairieView Partners
Minnesota
$310K +$19.6K +242 +7%
OBWP
412
O'Brien Wealth Partners
Massachusetts
$309K -$12.8K -159 -4%
LW
413
Libra Wealth
California
$309K – – –
GRP
414
Global Retirement Partners
California
$307K +$11.8K +146 +4%
FHA
415
Flagship Harbor Advisors
Massachusetts
$303K +$52K +643 +22%
SPL
416
Smart Portfolios LLC
Washington
$302K +$15.6K +193 +6%
AFG
417
Argent Financial Group
Louisiana
$300K +$288K +3,560 New
WIA
418
World Investment Advisors
California
$299K – – –
TPCW
419
TD Private Client Wealth
New York
$299K +$9.54K +118 +3%
MW
420
Marcum Wealth
Ohio
$296K +$2.02K +25 +0.7%
TFO
421
Tarbox Family Office
California
$295K – – –
AWA
422
ARQ Wealth Advisors
Arizona
$294K +$2.5K +31 +0.9%
CFO
423
Callan Family Office
Pennsylvania
$289K – – –
HP
424
Hilltop Partners
Indiana
$288K +$2.34K +29 +0.9%
LPAM
425
Lodestar Private Asset Management
California
$286K +$24.2K +300 +10%
15 16
17
18 19