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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
526
Trust Company of Vermont
Vermont
$306K +$302K +2,972 New
MCCP
527
Mission Creek Capital Partners
California
$305K -$7.62K -75 -2%
XF
528
XML Financial
Maryland
$303K +$24.3K +239 +9%
JWM
529
JGP Wealth Management
Oregon
$302K +$12.6K +124 +4%
CFA
530
CWS Financial Advisors
Michigan
$301K +$20K +197 +7%
CWA
531
Crusonia Wealth Advisors
Colorado
$299K +$3.15K +31 +1%
MNA
532
Manning & Napier Advisors
New York
$299K -$3.05K -30 -1%
RRA
533
Round Rock Advisors
Connecticut
$298K – – –
NCM
534
Novare Capital Management
North Carolina
$292K – – –
CWM
535
Connecticut Wealth Management
Connecticut
$291K +$508 +5 +0.2%
WDL
536
Well Done LLC
Michigan
$291K – – –
NAS
537
NWF Advisory Services
California
$291K -$11.8K -116 -4%
BWA
538
Basecamp Wealth Advisors
Washington
$289K – – –
AWM
539
AE Wealth Management
Kansas
$288K -$31K -305 -10%
BHWM
540
Bar Harbor Wealth Management
New Hampshire
$288K – – –
IRP
541
Investment Research Partners
Pennsylvania
$288K -$16.7K -164 -6%
AIP
542
Avail Investment Partners
Pennsylvania
$283K -$16.3K -160 -5%
AMG
543
APS Management Group
California
$282K +$102 +1 +0%
SIAM
544
Sterling Investment Advisors (Missouri)
Missouri
$281K +$3.15K +31 +1%
TDWM
545
Topel & Distasi Wealth Management
California
$279K -$4.98K -49 -2%
NI
546
Natural Investments
California
$278K +$1.63K +16 +0.6%
SOAG
547
Silver Oak Advisory Group
Oregon
$276K -$58.4K -575 -18%
PFS
548
Prospera Financial Services
Texas
$276K +$32.9K +324 +14%
KLI
549
Kelman-Lazarov Inc
Tennessee
$276K -$126K -1,240 -32%
WA
550
Wealth Alliance
New York
$274K -$133K -1,311 -33%
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