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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
551
American Money Management
California
$269K +$266K +2,617 New
RW
552
Rede Wealth
Virginia
$268K +$51K +502 +24%
SP
553
SmartHarvest Portfolios
Washington
$267K – – –
MMHP
554
Murphy Middleton Hinkle & Parker
Georgia
$265K – – –
CWP
555
Corepath Wealth Partners
Arizona
$265K +$7.82K +77 +3%
RF
556
Rossby Financial
Florida
$264K -$7.92K -78 -3%
BB
557
Busey Bank
Illinois
$263K – – –
S
558
Sachetta
Massachusetts
$262K -$8.33K -82 -3%
FA
559
Fairlight Advisors
California
$260K +$257K +2,533 New
WP
560
WealthSpring Partners
California
$260K – – –
EWM
561
Elmwood Wealth Management
California
$258K -$34K -335 -12%
UB
562
Umpqua Bank
Oregon
$254K – – –
FF
563
Fairway Financial
Florida
$253K -$102 -1 -0%
CFFNO
564
Common Fund For Nonprofit Organizations
Connecticut
$253K -$12.5K -123 -5%
JF
565
JSF Financial
California
$253K +$3.76K +37 +2%
ESB
566
Essex Savings Bank
Connecticut
$253K – – –
PCIA
567
Prime Capital Investment Advisors
Kansas
$249K +$1.32K +13 +0.5%
TSS
568
Two Sigma Securities
New York
$249K +$246K +2,418 New
SFGP
569
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$248K -$2.34K -23 -0.9%
WF
570
Welch & Forbes
Massachusetts
$246K -$14.4K -142 -6%
WTC
571
WhitTier Trust Company
Nevada
$245K +$14.4K +142 +6%
BCG
572
BayBridge Capital Group
California
$244K +$1.02K +10 +0.4%
FC
573
Financial Council
Maryland
$242K +$2.13K +21 +0.9%
CFG
574
Compton Financial Group
Maryland
$241K +$238K +2,341 New
BTWM
575
Baker Tilly Wealth Management
Wisconsin
$240K – – –
21 22
23
24 25