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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
776
TME Financial
California
– -$319K -3,339 Closed
YIH
777
Y-Intercept (HK)
Hong Kong
– -$316K -3,307 Closed
AI
778
Atria Investments
North Carolina
– -$290K -3,038 Closed
PFGIA
779
Patriot Financial Group Insurance Agency
Massachusetts
– -$259K -2,704 Closed
OWCM
780
One Wealth Capital Management
Arizona
– -$269K -2,698 Closed
RFP
781
Root Financial Partners
California
– -$253K -2,649 Closed
KFSC
782
Keystone Financial Services (Colorado)
Colorado
– -$251K -2,620 Closed
SG
783
StoneX Group
New York
– -$245K -2,566 Closed
CWM
784
Centurion Wealth Management
Virginia
– -$230K -2,401 Closed
HPM
785
Hoxton Planning & Management
West Virginia
– -$220K -2,297 Closed
LIA
786
LifePlan Investment Advisors
North Carolina
– -$217K -2,267 Closed
PGFG
787
Pine Grove Financial Group
Minnesota
– -$210K -2,199 Closed
BCM
788
Barden Capital Management
Texas
– -$210K -2,198 Closed
LWMI
789
Legacy Wealth Management (Idaho)
Idaho
– -$157K -1,642 Closed
RP
790
Rice Partnership
Hawaii
– -$114K -1,192 Closed
GAA
791
Global Assets Advisory
Florida
– -$84.3K -882 Closed
PFM
792
Phillips Financial Management
Indiana
– -$80.6K -843 Closed
SA
793
Scarborough Advisors
Maryland
– -$64.6K -675 Closed
TPWA
794
Twin Peaks Wealth Advisors
California
– -$36.7K -384 Closed
GWM
795
Grand Wealth Management
Michigan
– -$14.1K -147 Closed
GWANC
796
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$11.2K -117 Closed
DJSG
797
D.J. St. Germain
Massachusetts
– -$7.84K -82 Closed
SIS
798
Sound Income Strategies
Florida
– -$7.2K -74 Closed
CIAS
799
Capital Investment Advisory Services
North Carolina
– -$861 -9 Closed
RCM
800
Raleigh Capital Management
North Carolina
– -$478 -5 Closed
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