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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
451
Appleton Partners
Massachusetts
$419K -$27.5K -278 -6%
T
452
TrueFG
Texas
$416K -$27.5K -278 -6%
NBWM
453
North Berkeley Wealth Management
California
$415K -$32.6K -329 -7%
RIA
454
Regal Investment Advisors
Michigan
$415K +$1.78K +18 +0.4%
NEPWA
455
New England Private Wealth Advisors
Massachusetts
$413K -$101K -1,016 -19%
HG
456
Harbor Group
New Hampshire
$410K -$12.3K -124 -3%
VC
457
Veracity Capital
Georgia
$408K – – –
HP
458
Hilltop Partners
Indiana
$407K +$51.8K +524 +14%
DWG
459
Darden Wealth Group
Michigan
$405K – – –
KF
460
Krilogy Financial
Missouri
$405K -$43.3K -438 -10%
HFS
461
Hughes Financial Services
Virginia
$403K +$55.2K +558 +15%
CA
462
CWC Advisors
Oregon
$391K – – –
WF
463
Warner Financial
Maryland
$389K – – –
FNB
464
Farmers National Bank
Kentucky
$386K -$792 -8 -0.2%
EPW
465
Endeavor Private Wealth
Kansas
$385K +$173K +1,753 +77%
IAA
466
Independent Advisor Alliance
North Carolina
$383K +$396K +4,003 New
SDJVC
467
St. Denis J. Villere & Co
Louisiana
$382K -$58.4K -590 -13%
NA
468
Nautilus Advisors
California
$382K – – –
CPC
469
Cadia Private Client
New Jersey
$382K +$49.5K +500 +14%
HDIM
470
Hanson & Doremus Investment Management
Vermont
$382K – – –
WA
471
Wealth Alliance
New York
$380K +$16.4K +166 +4%
SAP
472
Strategic Advisory Partners
North Carolina
$379K – – –
SWM
473
SeaCrest Wealth Management
New York
$379K -$126K -1,277 -24%
KPWS
474
Kestra Private Wealth Services
Texas
$376K +$100K +1,011 +35%
EWA
475
Etesian Wealth Advisors
Oregon
$376K +$62.2K +629 +19%
17 18
19
20 21