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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
76
Financial Architects (New Jersey)
New Jersey
$894K +$81.9K +1,229 +10%
EWM
77
Empirical Wealth Management
Washington
$884K +$857K +12,866 New
GTAM
78
Global Trust Asset Management
Florida
$866K -$39K -585 -4%
SFS
79
Sowell Financial Services
Arkansas
$866K +$44K +660 +6%
BAAM
80
Baker Avenue Asset Management
California
$861K +$41.5K +623 +5%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$850K +$292K +4,376 +55%
JFGLC
82
Johnson Financial Group LLC (Colorado)
Colorado
$821K – – –
V
83
Veritable
Delaware
$761K – – –
CTA
84
Chesley Taft & Associates
Illinois
$751K -$6.66K -100 -0.9%
LFASL
85
Lugano Financial Advisors SA (LFA)
Switzerland
$732K +$710K +10,650 New
BEC
86
Blue Edge Capital
Virginia
$707K +$331K +4,962 +93%
NAM
87
North American Management
Massachusetts
$704K +$2.13K +32 +0.3%
MM
88
Main Management
California
$688K -$933 -14 -0.1%
RWM
89
Raffa Wealth Management
District of Columbia
$688K +$12.5K +188 +2%
SBSB
90
Sullivan, Bruyette, Speros & Blaney
Virginia
$679K +$215K +3,230 +49%
AG
91
Advisor Group
Arizona
$669K +$269K +4,031 +71%
ACA
92
Affinity Capital Advisors
California
$601K +$583K +8,745 New
TA
93
Tiedemann Advisors
New York
$583K +$72.4K +1,087 +15%
VCM
94
Vision Capital Management
Oregon
$563K +$334K +5,011 +157%
PAG
95
Private Advisor Group
New Jersey
$543K +$41K +616 +8%
AWA
96
Alaska Wealth Advisors
Alaska
$514K +$498K +7,482 New
BPWA
97
Beacon Pointe Wealth Advisors
California
$513K -$77.8K -1,168 -14%
SAS
98
Sage Advisory Services
Texas
$509K +$132K +1,976 +36%
WIP
99
Wellesley Investment Partners
Massachusetts
$506K +$65.2K +979 +15%
WCFA
100
Walkner Condon Financial Advisors
Wisconsin
$499K +$484K +7,263 New
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