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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
401
Sherman Asset Management
California
$401K – – –
BAAM
402
Baker Avenue Asset Management
California
$401K -$66.1K -775 -15%
AP
403
Appleton Partners
Massachusetts
$398K -$4.26K -50 -1%
WAM
404
WNY Asset Management
New York
$397K -$17.8K -209 -4%
FWM
405
Fingerlakes Wealth Management
New York
$385K +$9.04K +106 +3%
HP
406
Hilltop Partners
Indiana
$384K -$19.9K -233 -5%
DWG
407
Darden Wealth Group
Michigan
$378K – – –
DWA
408
Davis Wealth Advisors
New Hampshire
$374K +$357K +4,187 New
VNA
409
Valley National Advisers
Pennsylvania
$373K +$12K +141 +3%
VC
410
Veracity Capital
Georgia
$365K +$16.6K +195 +5%
CA
411
CWC Advisors
Oregon
$365K -$341 -4 -0.1%
AGA
412
Arkos Global Advisors
Texas
$364K – – –
TLFA
413
True Link Financial Advisors
California
$363K +$89.2K +1,046 +35%
WF
414
Warner Financial
Maryland
$362K +$1.19K +14 +0.3%
WA
415
Wealth Alliance
New York
$358K +$342K +4,008 New
NA
416
Nautilus Advisors
California
$357K – – –
VWM
417
Verus Wealth Management
Wisconsin
$357K – – –
HDIM
418
Hanson & Doremus Investment Management
Vermont
$356K – – –
BSB
419
Bangor Savings Bank
Maine
$355K -$2.22K -26 -0.7%
HG
420
Harbor Group
New Hampshire
$353K +$26.3K +309 +8%
FI
421
Financial Insights
Washington
$350K -$54K -633 -14%
IIC
422
Integrated Investment Consultants
Michigan
$349K – – –
TPCW
423
TD Private Client Wealth
New York
$346K -$12.9K -151 -4%
SB
424
Simmons Bank
Arkansas
$346K – – –
SEIA
425
Signature Estate & Investment Advisors
California
$342K -$61.4K -720 -16%
15 16
17
18 19