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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
101
Harborview Advisors
Maine
$866K +$821K +14,297 New
VCM
102
Vision Capital Management
Oregon
$859K -$18.8K -327 -2%
RWM
103
Raffa Wealth Management
District of Columbia
$858K +$48.9K +851 +6%
SBSB
104
Sullivan, Bruyette, Speros & Blaney
Virginia
$847K -$8.21K -143 -1%
CWM
105
Cranbrook Wealth Management
Michigan
$798K +$157K +2,730 +26%
CTA
106
Chesley Taft & Associates
Illinois
$796K +$128K +2,225 +20%
V
107
Veritable
Delaware
$784K – – –
MIAN
108
Mariner Independent Advisor Network
Kansas
$776K +$6.95K +121 +1%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$762K +$22.6K +393 +3%
WT
110
Whittier Trust
California
$746K – – –
GC
111
Grimes & Company
Massachusetts
$740K +$702K +12,221 New
SCA
112
Snowden Capital Advisors
New York
$722K +$80.1K +1,395 +13%
JFGLC
113
Johnson Financial Group LLC (Colorado)
Colorado
$722K -$65.6K -1,143 -9%
FFBTD
114
First Financial Bank - Trust Division
Ohio
$710K +$672K +11,713 New
G
115
GenTrust
Florida
$697K +$660K +11,504 New
GAM
116
Gould Asset Management
California
$694K -$21K -365 -3%
SFSG
117
Stearns Financial Services Group
North Carolina
$683K +$16.2K +283 +3%
BAAM
118
Baker Avenue Asset Management
California
$651K +$2.3K +40 +0.4%
MM
119
Main Management
California
$630K -$7.69K -134 -1%
DWT
120
Dorsey & Whitney Trust
South Dakota
$627K +$186K +3,246 +46%
KP
121
Keel Point
Alabama
$593K -$24.9K -434 -4%
PA
122
Parkside Advisors
California
$591K +$152K +2,639 +37%
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$585K +$5.91K +103 +1%
PAG
124
Private Advisor Group
New Jersey
$581K -$94.1K -1,639 -15%
SDWMA
125
Schneider Downs Wealth Management Advisors
Pennsylvania
$575K +$3.1K +54 +0.6%
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5
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