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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMA
601
Pension & Wealth Management Advisors
Massachusetts
$211K +$54.4K +550 +33%
TFA
602
TPG Financial Advisors
Oregon
$211K -$2.57K -26 -1%
PGFG
603
Pine Grove Financial Group
Minnesota
$210K +$1.39K +14 +0.6%
BCM
604
Barden Capital Management
Texas
$210K +$217K +2,198 New
AWA
605
ARQ Wealth Advisors
Arizona
$210K -$69K -697 -24%
GWM
606
GSB Wealth Management
Connecticut
$210K +$217K +2,195 New
AFM
607
Armstrong Fleming & Moore
District of Columbia
$207K – – –
MCM
608
Mengis Capital Management
Oregon
$206K +$213K +2,154 New
SM
609
Sweeney & Michel
California
$206K – – –
SFS
610
Sowell Financial Services
Arkansas
$205K +$1.29K +13 +0.6%
RWP
611
Revolve Wealth Partners
New Jersey
$204K -$6.33K -64 -3%
ACP
612
Argyle Capital Partners
California
$201K +$208K +2,107 New
RW
613
Rede Wealth
Virginia
$201K -$137K -1,380 -40%
M
614
MOTCO
Texas
$200K – – –
EI
615
EFG International
$194K -$426K -4,303 -68%
AUB
616
Atlantic Union Bankshares
Virginia
$189K +$42.1K +425 +27%
FDCP
617
Foster Dykema Cabot & Partners
Massachusetts
$189K – – –
WA
618
WPG Advisers
Maryland
$189K – – –
CAM
619
Clarity Asset Management
Iowa
$186K -$1.88K -19 -1%
AF
620
Allworth Financial
California
$182K +$18.8K +190 +11%
PFBT
621
Parkside Financial Bank & Trust
Missouri
$181K – – –
GC
622
Gould Capital
Washington
$180K +$2.97K +30 +2%
GT
623
Glenmede Trust
Pennsylvania
$180K – – –
CAL
624
Capital Analysts LLC
Pennsylvania
$177K -$1.27M -12,855 -87%
FF
625
Finley Financial
Nevada
$175K – – –
23 24
25
26 27