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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
476
LGT Financial Advisors
Texas
$90.3K +$27.4K +380 +41%
NSIM
477
North Star Investment Management
Illinois
$86.9K – – –
TCOV
478
Trust Company of Vermont
Vermont
$85K +$288 +4 +0.3%
GC
479
Gould Capital
Washington
$83K – – –
GM
480
GeoWealth Management
Illinois
$77K -$3.53K -49 -4%
AWM
481
AllSquare Wealth Management
New York
$75.8K – – –
TWC
482
TD Waterhouse Canada
Ontario, Canada
$66K +$19.4K +270 +45%
DWMG
483
DB Wealth Management Group
California
$65.7K – – –
TC
484
Trust Company
Kansas
$65.2K +$3.6K +50 +6%
GWM
485
Geneos Wealth Management
Colorado
$64.7K +$37.9K +526 +128%
LWCFA
486
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63.7K -$4.97K -69 -7%
CSPIA
487
Cary Street Partners Investment Advisory
Virginia
$63.3K -$126K -1,751 -66%
KFI
488
Key Financial Inc
Pennsylvania
$59.4K – – –
SWM
489
Sugarloaf Wealth Management
Georgia
$56.8K -$38.1K -529 -39%
MFA
490
McClarren Financial Advisors
Pennsylvania
$56K +$22.4K +311 +60%
IWP
491
IAG Wealth Partners
Wisconsin
$52.9K -$9.29K -129 -14%
AA
492
Ancora Advisors
Ohio
$48.9K – – –
TCM
493
TD Capital Management
Tennessee
$48.3K – – –
PCFFS
494
Pacific Center for Financial Services
California
$46.5K – – –
IRC
495
Investors Research Corp
Georgia
$44.8K +$6.19K +86 +15%
NSG
496
Nalls Sherbakoff Group
Tennessee
$44.7K +$46.6K +647 New
AIC
497
Archer Investment Corporation
Indiana
$43.9K – – –
SS
498
Sunbelt Securities
Texas
$40.9K – – –
CFFP
499
Center for Financial Planning
Michigan
$37.7K – – –
ST
500
Smithfield Trust
Pennsylvania
$34K – – –
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20
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