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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
126
Canandaigua National Bank & Trust
New York
$3.7M +$3.55M +43,952 New
IWM
127
Integris Wealth Management
California
$3.62M +$14.9K +185 +0.4%
CAM
128
Cresset Asset Management
Illinois
$3.61M +$446K +5,523 +15%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.42M -$537K -6,640 -14%
WWP
130
Waypoint Wealth Partners
California
$3.4M -$162K -2,000 -5%
PL
131
Plancorp LLC
Missouri
$3.39M +$566 +7 +0%
LNWWM
132
Laird Norton Wetherby Wealth Management
California
$3.29M +$1.13K +14 +0%
MCWS
133
McKinley Carter Wealth Services
West Virginia
$3.27M +$22.1K +273 +0.7%
FWI
134
Facet Wealth Inc
Maryland
$3.25M +$489K +6,050 +17%
PAS
135
Park Avenue Securities
New York
$3.14M -$133K -1,645 -4%
KP
136
Keel Point
Alabama
$3.14M – – –
OCM
137
Objective Capital Management
Ohio
$3.14M +$3.01M +37,248 New
JFG
138
JMG Financial Group
Illinois
$3.02M +$14.2K +176 +0.5%
WP
139
WealthShield Partners
North Carolina
$3M -$33.5K -415 -1%
AWM
140
Axxcess Wealth Management
California
$3M +$158K +1,955 +6%
PA
141
Parkside Advisors
California
$2.96M -$11.1K -137 -0.4%
BFG
142
Baron Financial Group
New Jersey
$2.92M -$57.9K -717 -2%
GWMR
143
GC Wealth Management RIA
Massachusetts
$2.82M -$58.2K -720 -2%
DWT
144
Dorsey & Whitney Trust
South Dakota
$2.74M +$202K +2,500 +8%
PHIC
145
Pine Haven Investment Counsel
Massachusetts
$2.67M +$16.2K +200 +0.6%
VCM
146
Vision Capital Management
Oregon
$2.66M -$76.5K -947 -3%
GAM
147
Gould Asset Management
California
$2.65M +$25.1K +310 +1%
FA
148
Financial Advisors
Massachusetts
$2.59M -$1.37K -17 -0.1%
AA
149
Axiom Advisory
California
$2.59M +$40.4K +500 +2%
RFA
150
RTD Financial Advisors
Pennsylvania
$2.58M +$336K +4,158 +16%
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