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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
601
EverSource Wealth Advisors
Alabama
$167K -$18.5K -196 -10%
AF
602
Allworth Financial
California
$163K +$156K +1,658 +2,810%
C
603
Covestor
United Kingdom
$160K +$8.86K +94 +6%
SC
604
Stephens Consulting
Michigan
$159K -$1.98K -21 -1%
PWMA
605
Pension & Wealth Management Advisors
Massachusetts
$157K – – –
AUB
606
Atlantic Union Bankshares
Virginia
$148K +$105K +1,118 +255%
LWMI
607
Legacy Wealth Management (Idaho)
Idaho
$148K +$146K +1,552 New
CA
608
Clearstead Advisors
Ohio
$144K +$9.43K +100 +7%
CA
609
CoreCap Advisors
Michigan
$138K +$18K +191 +15%
RP
610
Rice Partnership
Hawaii
$114K +$31.8K +337 +39%
GWP
611
Gen-Wealth Partners
Michigan
$110K -$14.2K -151 -12%
EWA
612
EQ Wealth Advisors
Texas
$107K +$106K +1,125 New
FVIM
613
Fort Vancouver Investment Management
Washington
$104K – – –
WCM
614
Westend Capital Management
California
$102K – – –
TWC
615
TD Waterhouse Canada
Ontario, Canada
$98.6K -$2.17K -23 -2%
CWP
616
Concord Wealth Partners
Virginia
$96.9K -$86.7K -920 -47%
TC
617
Trust Company
Kansas
$94.7K – – –
KFI
618
Key Financial Inc
Pennsylvania
$89.1K +$3.68K +39 +4%
HC
619
Hurley Capital
New York
$88.3K – – –
KG
620
Kilter Group
New York
$83.5K +$21.2K +225 +34%
PGAM
621
Princeton Global Asset Management
New Jersey
$80.8K -$2.07K -22 -3%
PFM
622
Phillips Financial Management
Indiana
$80.2K – – –
ANBT
623
American National Bank & Trust
Texas
$76.1K – – –
4FG
624
4Thought Financial Group
New York
$75.6K +$1.41K +15 +2%
FGAM
625
Financial Gravity Asset Management
Texas
$75K -$1.89K -20 -2%
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