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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
501
Relative Value Partners Group
– -$1.24M -16,811 Closed
MWM
502
Merriman Wealth Management
Washington
– -$914K -12,390 Closed
GWA
503
GGM Wealth Advisors
Maryland
– -$573K -7,960 Closed
CWM
504
Congress Wealth Management
Massachusetts
– -$565K -7,651 Closed
SHWM
505
Silicon Hills Wealth Management
Texas
– -$531K -7,202 Closed
CG
506
Colony Group
Massachusetts
– -$322K -4,371 Closed
RA
507
RFG Advisory
Alabama
– -$313K -4,248 Closed
SPL
508
Smart Portfolios LLC
Washington
– -$252K -3,421 Closed
NL
509
NWAM LLC
Washington
– -$244K -3,313 Closed
JF
510
JSF Financial
California
– -$240K -3,256 Closed
EWS
511
Evergreen Wealth Solutions
Pennsylvania
– -$232K -3,150 Closed
RMC
512
Regis Management Company
California
– -$227K -3,075 Closed
GVAG
513
Great Valley Advisor Group
Delaware
– -$241K -3,033 Closed
MYIA
514
Mount Yale Investment Advisors
Colorado
– -$218K -2,956 Closed
PCG
515
Private Capital Group
Connecticut
– -$215K -2,911 Closed
LWA
516
LWS Wealth Advisors
New Jersey
– -$214K -2,899 Closed
AWM
517
Aries Wealth Management
Maine
– -$213K -2,892 Closed
OIA
518
OneDigital Investment Advisors
Kansas
– -$212K -2,875 Closed
CAM
519
Cresset Asset Management
Illinois
– -$210K -2,848 Closed
FA
520
Forefront Analytics
Pennsylvania
– -$208K -2,833 Closed
BOH
521
Bank of Hawaii
Hawaii
– -$208K -2,820 Closed
BBA
522
BLB&B Advisors
Pennsylvania
– -$206K -2,800 Closed
RRA
523
Round Rock Advisors
Connecticut
– -$202K -2,741 Closed
TWM
524
Tradition Wealth Management
Minnesota
– -$129K -1,756 Closed
TRCT
525
Tower Research Capital (TRC)
New York
– -$100K -1,352 Closed
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