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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
426
Trust Company of Vermont
Vermont
$79K +$85.7K +1,255 New
NSIM
427
North Star Investment Management
Illinois
$78K -$79.8K -1,169 -48%
LWA
428
Lowe Wealth Advisors
Maryland
$75K – – –
RIM
429
Rockbridge Investment Management
New York
$72.7K +$8.33K +122 +12%
GC
430
Gould Capital
Washington
$72K +$5.32K +78 +7%
UWM
431
Urban Wealth Management
California
$70K +$76.6K +1,122 New
AWM
432
AllSquare Wealth Management
New York
$69K – – –
MFA
433
Mayflower Financial Advisors
Massachusetts
$66K -$1.36K -20 -0.2%
AWM
434
Atticus Wealth Management
Florida
$66K +$39K +572 +119%
CCM
435
Cribstone Capital Management
Maine
$64K -$20.5K -300 -23%
BCM
436
Bourgeon Capital Management
Connecticut
$62K +$1.23K +18 +2%
BA
437
Bellwether Advisors
Nebraska
$61K – – –
TC
438
Trust Company
Kansas
$60K -$1.16K -17 -2%
DWMG
439
DB Wealth Management Group
California
$60K – – –
MA
440
MCF Advisors
Kentucky
$58K +$1.36K +20 +2%
SC
441
Stephens Consulting
Michigan
$56.5K +$341 +5 +0.6%
IWP
442
IAG Wealth Partners
Wisconsin
$56K +$33.1K +485 +119%
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$52K +$30.8K +451 +117%
HFS
444
HBC Financial Services
Washington
$52K +$57K +835 New
AA
445
Ancora Advisors
Ohio
$48K – – –
KFI
446
Key Financial Inc
Pennsylvania
$44K – – –
PCFFS
447
Pacific Center for Financial Services
California
$42K – – –
EIP
448
Ellis Investment Partners
Pennsylvania
$39K +$1.23K +18 +3%
CT
449
Caldwell Trust
Florida
$38.8K – – –
LFG
450
Larson Financial Group
Missouri
$37K +$40.3K +590 New
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