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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
151
Gould Asset Management
California
$2.01M +$79.9K +1,110 +4%
AWA
152
Alaska Wealth Advisors
Alaska
$1.98M +$77K +1,070 +4%
PHIC
153
Pine Haven Investment Counsel
Massachusetts
$1.98M +$65.9K +915 +3%
VFIC
154
Valley Forge Investment Consultants
Pennsylvania
$1.96M – – –
ASN
155
Advisory Services Network
Georgia
$1.94M +$224K +3,114 +13%
HWA
156
Hilltop Wealth Advisors
North Carolina
$1.93M +$171K +2,369 +9%
TWM
157
TriaGen Wealth Management
California
$1.93M – – –
S
158
Syntrinsic
Colorado
$1.92M +$2M +27,814 New
MGIA
159
Moneta Group Investment Advisors
Missouri
$1.89M +$914K +12,693 +86%
CL
160
Choreo LLC
Illinois
$1.88M +$89.3K +1,240 +5%
B
161
Bailard
California
$1.86M +$303K +4,208 +19%
BOPW
162
Brandywine Oak Private Wealth
Pennsylvania
$1.85M +$54.7K +760 +3%
RF
163
RHS Financial
California
$1.84M -$26K -361 -1%
CWM
164
Connecticut Wealth Management
Connecticut
$1.81M -$16.4K -228 -0.9%
ACA
165
Affinity Capital Advisors
California
$1.8M -$514K -7,136 -22%
RFA
166
RTD Financial Advisors
Pennsylvania
$1.77M -$5.83K -81 -0.3%
VC
167
Vicus Capital
Pennsylvania
$1.77M +$81.2K +1,128 +5%
FWI
168
Facet Wealth Inc
Maryland
$1.73M -$228K -3,161 -11%
PWM
169
Perigon Wealth Management
California
$1.72M -$139K -1,924 -7%
BCM
170
Brookstone Capital Management
Illinois
$1.7M -$11.7K -162 -0.6%
HWA
171
Heritage Wealth Advisors
Virginia
$1.7M +$442K +6,142 +33%
HNB
172
Huntington National Bank
Ohio
$1.7M – – –
HI
173
Harbour Investments
Wisconsin
$1.69M +$296K +4,113 +20%
AWS
174
Atria Wealth Solutions
New York
$1.69M -$820K -11,390 -32%
DT
175
Diversified Trust
Tennessee
$1.66M -$8.28K -115 -0.5%
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