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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
551
AE Wealth Management
Kansas
$80.2K +$27.2K +319 +55%
AWM
552
Angeles Wealth Management
California
$78.8K +$75.4K +884 New
TC
553
Trust Company
Kansas
$78.5K -$6.57K -77 -8%
PGAM
554
Princeton Global Asset Management
New Jersey
$77.8K +$2.39K +28 +3%
RP
555
Rice Partnership
Hawaii
$76.9K -$4.09K -48 -5%
BL
556
BFSG LLC
California
$76.6K – – –
GWP
557
Gen-Wealth Partners
Michigan
$76.3K +$72.9K +855 New
PFM
558
Phillips Financial Management
Indiana
$75.2K – – –
SA
559
Scarborough Advisors
Maryland
$71.5K +$68.3K +801 New
4FG
560
4Thought Financial Group
New York
$71.5K -$767 -9 -1%
ANBT
561
American National Bank & Trust
Texas
$71.4K +$68.2K +800 New
MAFA
562
MJT & Associates Financial Advisory
Minnesota
$71.3K -$25.4K -298 -27%
FGC
563
Financial Gravity Companies
Texas
$70.8K +$67.7K +794 New
GWM
564
Geneos Wealth Management
Colorado
$68.8K +$171 +2 +0.3%
IWP
565
IAG Wealth Partners
Wisconsin
$68.3K – – –
PP
566
Pacifica Partners
Canada
$66.8K -$8.53K -100 -12%
RDFA
567
Ritter Daniher Financial Advisory
Ohio
$66.4K – – –
CIA
568
Cape Investment Advisory
Georgia
$63.1K +$9.63K +113 +19%
KB
569
Kimelman & Baird
New York
$61.7K – – –
AA
570
Ancora Advisors
Ohio
$60.9K – – –
YAL
571
Your Advocates Ltd
Texas
$60.4K +$341 +4 +0.6%
PCFFS
572
Pacific Center for Financial Services
California
$60K – – –
NSG
573
Nalls Sherbakoff Group
Tennessee
$57.7K – – –
EA
574
Evolution Advisers
Virginia
$57K – – –
AIC
575
Archer Investment Corporation
Indiana
$56.7K – – –
21 22
23
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