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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
476
North Star Investment Management
Illinois
$86.9K – – –
TCOV
477
Trust Company of Vermont
Vermont
$85K +$288 +4 +0.3%
GC
478
Gould Capital
Washington
$83K – – –
GM
479
GeoWealth Management
Illinois
$77K -$3.53K -49 -4%
AWM
480
AllSquare Wealth Management
New York
$75.8K – – –
TWC
481
TD Waterhouse Canada
Ontario, Canada
$66K +$19.4K +270 +45%
DWMG
482
DB Wealth Management Group
California
$65.7K – – –
TC
483
Trust Company
Kansas
$65.2K +$3.6K +50 +6%
GWM
484
Geneos Wealth Management
Colorado
$64.7K +$37.9K +526 +128%
LWCFA
485
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63.7K -$4.97K -69 -7%
CSPIA
486
Cary Street Partners Investment Advisory
Virginia
$63.3K -$126K -1,751 -66%
KFI
487
Key Financial Inc
Pennsylvania
$59.4K – – –
SWM
488
Sugarloaf Wealth Management
Georgia
$56.8K -$38.1K -529 -39%
MFA
489
McClarren Financial Advisors
Pennsylvania
$56K +$22.4K +311 +60%
IWP
490
IAG Wealth Partners
Wisconsin
$52.9K -$9.29K -129 -14%
AA
491
Ancora Advisors
Ohio
$48.9K – – –
TCM
492
TD Capital Management
Tennessee
$48.3K – – –
PCFFS
493
Pacific Center for Financial Services
California
$46.5K – – –
IRC
494
Investors Research Corp
Georgia
$44.8K +$6.19K +86 +15%
NSG
495
Nalls Sherbakoff Group
Tennessee
$44.7K +$46.6K +647 New
AIC
496
Archer Investment Corporation
Indiana
$43.9K – – –
SS
497
Sunbelt Securities
Texas
$40.9K – – –
CFFP
498
Center for Financial Planning
Michigan
$37.7K – – –
ST
499
Smithfield Trust
Pennsylvania
$34K – – –
FWP
500
FAS Wealth Partners
Kansas
$33.5K – – –
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