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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
451
Venturi Wealth Management
Texas
$211K +$206K +2,939 New
MFA
452
Morling Financial Advisors
California
$210K -$4.14K -59 -2%
NCM
453
Northland Capital Management
Minnesota
$205K +$200K +2,855 New
GVAG
454
Great Valley Advisor Group
Delaware
$203K -$62.4K -889 -24%
PWMA
455
Pension & Wealth Management Advisors
Massachusetts
$199K – – –
TF
456
TimeScale Financial
Massachusetts
$196K -$217K -3,094 -53%
CSPIA
457
Cary Street Partners Investment Advisory
Virginia
$192K – – –
CFGS
458
Concourse Financial Group Securities
Alabama
$191K +$54.3K +774 +41%
PC
459
Pecaut & Co
Iowa
$187K -$3.09K -44 -2%
GWM
460
Grand Wealth Management
Michigan
$187K – – –
C
461
Covestor
United Kingdom
$159K -$11K -157 -7%
WTC
462
WhitTier Trust Company
Nevada
$154K -$491 -7 -0.3%
CFD
463
Creative Financial Designs
Indiana
$148K +$8.35K +119 +6%
GT
464
Glenmede Trust
Pennsylvania
$135K +$132K +1,886 New
BC
465
Bartlett & Co
Ohio
$131K – – –
BCWM
466
Bartlett & Co Wealth Management
Ohio
$131K – – –
CA
467
Clearstead Advisors
Ohio
$128K +$32K +456 +34%
LOIP
468
Live Oak Investment Partners
Texas
$108K – – –
BWL
469
Bogart Wealth LLC
Virginia
$108K +$82K +1,169 +352%
S
470
SignatureFD
Georgia
$107K -$12K -171 -10%
KHC
471
Koesten Hirschmann & Crabtree
Kansas
$106K – – –
TCOV
472
Trust Company of Vermont
Vermont
$103K +$3.02K +43 +3%
FCA
473
FinTrust Capital Advisors
South Carolina
$103K – – –
SWM
474
Sugarloaf Wealth Management
Georgia
$97.1K +$11.9K +169 +14%
CT
475
Caldwell Trust
Florida
$92.7K -$2.81K -40 -3%
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