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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
426
Affinity Capital Advisors
California
$506K -$118K -1,158 -19%
SAM
427
Sherman Asset Management
California
$500K – – –
NBWM
428
North Berkeley Wealth Management
California
$492K +$45.4K +447 +10%
VNA
429
Valley National Advisers
Pennsylvania
$487K -$203 -2 -0%
UAS
430
United Asset Strategies
New York
$484K +$109K +1,073 +30%
BAAM
431
Baker Avenue Asset Management
California
$484K -$38.4K -378 -7%
SHJ
432
Sharkey, Howes & Javer
Colorado
$483K -$327K -3,214 -41%
DWM
433
DWR Wealth Management
California
$482K +$12.5K +123 +3%
VC
434
Veracity Capital
Georgia
$481K +$42.1K +414 +10%
BB
435
Bell Bank
North Dakota
$477K -$9.24K -91 -2%
CIA
436
Compass Ion Advisors
Pennsylvania
$475K – – –
OCA
437
OpenArc Corporate Advisory
Georgia
$474K -$116K -1,146 -20%
HFO
438
Heritage Family Offices
Arizona
$474K +$469K +4,614 New
PEWA
439
Pacific Excel Wealth Advisors
California
$474K +$469K +4,614 New
FC
440
Fiduciary Counselling
Minnesota
$473K +$468K +4,602 New
FNB
441
Farmers National Bank
Kentucky
$473K +$57.8K +569 +14%
SMA
442
Sage Mountain Advisors
Georgia
$473K – – –
WSWA
443
Warren Street Wealth Advisors
California
$467K -$1.42K -14 -0.3%
DWA
444
Davis Wealth Advisors
New Hampshire
$464K -$271K -2,667 -37%
CMAI
445
Capital Management Associates Inc
Minnesota
$463K – – –
PC
446
Pecaut & Co
Iowa
$461K +$7.01K +69 +2%
HFS
447
Hughes Financial Services
Virginia
$456K +$22.5K +221 +5%
AP
448
Appleton Partners
Massachusetts
$451K – – –
NEPWA
449
New England Private Wealth Advisors
Massachusetts
$443K +$610 +6 +0.1%
CB
450
Community Bank
New York
$443K -$13.1K -129 -3%
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18
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