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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
601
ARQ Wealth Advisors
Arizona
$210K -$69K -697 -24%
GWM
602
GSB Wealth Management
Connecticut
$210K +$217K +2,195 New
AFM
603
Armstrong Fleming & Moore
District of Columbia
$207K – – –
MCM
604
Mengis Capital Management
Oregon
$206K +$213K +2,154 New
SM
605
Sweeney & Michel
California
$206K – – –
SFS
606
Sowell Financial Services
Arkansas
$205K +$1.29K +13 +0.6%
RWP
607
Revolve Wealth Partners
New Jersey
$204K -$6.33K -64 -3%
ACP
608
Argyle Capital Partners
California
$201K +$208K +2,107 New
RW
609
Rede Wealth
Virginia
$201K -$137K -1,380 -40%
M
610
MOTCO
Texas
$200K – – –
EI
611
EFG International
$194K -$426K -4,303 -68%
AUB
612
Atlantic Union Bankshares
Virginia
$189K +$42.1K +425 +27%
FDCP
613
Foster Dykema Cabot & Partners
Massachusetts
$189K – – –
WA
614
WPG Advisers
Maryland
$189K – – –
CAM
615
Clarity Asset Management
Iowa
$186K -$1.88K -19 -1%
AF
616
Allworth Financial
California
$182K +$18.8K +190 +11%
PFBT
617
Parkside Financial Bank & Trust
Missouri
$181K – – –
GC
618
Gould Capital
Washington
$180K +$2.97K +30 +2%
GT
619
Glenmede Trust
Pennsylvania
$180K – – –
CAL
620
Capital Analysts LLC
Pennsylvania
$177K -$1.27M -12,855 -87%
FF
621
Finley Financial
Nevada
$175K – – –
HWM
622
Horizons Wealth Management
North Carolina
$175K -$4.55K -46 -2%
EWA
623
EverSource Wealth Advisors
Alabama
$169K +$1.19K +12 +0.7%
C
624
Covestor
United Kingdom
$165K +$4.45K +45 +3%
SAM
625
Smartleaf Asset Management
Massachusetts
$164K -$6.93K -70 -4%
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