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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
776
StoneX Group
New York
– -$245K -2,566 Closed
CWM
777
Centurion Wealth Management
Virginia
– -$230K -2,401 Closed
HPM
778
Hoxton Planning & Management
West Virginia
– -$220K -2,297 Closed
LIA
779
LifePlan Investment Advisors
North Carolina
– -$217K -2,267 Closed
BCM
780
Barden Capital Management
Texas
– -$210K -2,198 Closed
LWMI
781
Legacy Wealth Management (Idaho)
Idaho
– -$157K -1,642 Closed
RP
782
Rice Partnership
Hawaii
– -$114K -1,192 Closed
GAA
783
Global Assets Advisory
Florida
– -$84.3K -882 Closed
PFM
784
Phillips Financial Management
Indiana
– -$80.6K -843 Closed
SA
785
Scarborough Advisors
Maryland
– -$64.6K -675 Closed
TPWA
786
Twin Peaks Wealth Advisors
California
– -$36.7K -384 Closed
GWM
787
Grand Wealth Management
Michigan
– -$14.1K -147 Closed
GWANC
788
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$11.2K -117 Closed
DJSG
789
D.J. St. Germain
Massachusetts
– -$7.84K -82 Closed
SIS
790
Sound Income Strategies
Florida
– -$7.2K -74 Closed
CIAS
791
Capital Investment Advisory Services
North Carolina
– -$861 -9 Closed
RCM
792
Raleigh Capital Management
North Carolina
– -$478 -5 Closed
FLP
793
Financial Life Planners
Arizona
– -$101 -1 Closed
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