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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
501
Crestone Asset Management
Colorado
– -$507K -8,082 Closed
PFA
502
Pure Financial Advisors
California
– -$399K -6,364 Closed
BRWA
503
B. Riley Wealth Advisors
Florida
– -$399K -6,356 Closed
MA
504
Mutual Advisors
Nebraska
– -$396K -6,313 Closed
OBWG
505
Onyx Bridge Wealth Group
New York
– -$365K -5,714 Closed
MWM
506
Modera Wealth Management
New Jersey
– -$293K -4,672 Closed
SW
507
SVB Wealth
Massachusetts
– -$276K -4,400 Closed
SEA
508
Stegent Equity Advisors
Texas
– -$243K -3,872 Closed
WWA
509
WCG Wealth Advisors
Nevada
– -$232K -3,702 Closed
SOAG
510
Silver Oak Advisory Group
Oregon
– -$219K -3,486 Closed
HFA
511
High Falls Advisors
New York
– -$211K -3,359 Closed
CWM
512
Cherrydale Wealth Management
New Jersey
– -$210K -3,350 Closed
PIA
513
Perennial Investment Advisors
California
– -$210K -3,340 Closed
FWI
514
Facet Wealth Inc
Maryland
– -$202K -3,224 Closed
KWM
515
Kingsview Wealth Management
Oregon
– -$201K -3,204 Closed
NL
516
NEPC LLC
Massachusetts
– -$198K -3,150 Closed
CFA
517
CWS Financial Advisors
Michigan
– -$143K -2,276 Closed
CSPIA
518
Cary Street Partners Investment Advisory
Virginia
– -$113K -1,798 Closed
BAM
519
Belpointe Asset Management
Nevada
– -$100K -1,610 Closed
PFS
520
Prospera Financial Services
Texas
– -$96K -1,528 Closed
SIAP
521
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$94K -1,500 Closed
RIM
522
Rockbridge Investment Management
New York
– -$72.7K -1,158 Closed
BMD
523
Better Money Decisions
New Mexico
– -$34K -537 Closed
IHWM
524
Iron Horse Wealth Management
Iowa
– -$22K -355 Closed
CS
525
Credit Suisse
Switzerland
– -$17K -249 Closed
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