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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
151
Baron Financial Group
New Jersey
$2.96M -$64.8K -760 -2%
SA
152
Sincerus Advisory
New York
$2.93M +$285K +3,345 +11%
OCM
153
One Capital Management
California
$2.88M -$138K -1,624 -5%
CWA
154
Crux Wealth Advisors
California
$2.88M +$2.75M +32,263 New
MFG
155
Merit Financial Group
Georgia
$2.86M +$209K +2,451 +8%
JFG
156
JMG Financial Group
Illinois
$2.85M -$87.3K -1,024 -3%
P
157
&Partners
Tennessee
$2.84M +$269K +3,157 +11%
GAM
158
Gould Asset Management
California
$2.83M -$12.5K -147 -0.5%
GWMR
159
GC Wealth Management RIA
Massachusetts
$2.75M – – –
B
160
Bailard
California
$2.72M +$38.6K +453 +2%
LEA
161
Legacy Edge Advisors
New York
$2.72M +$53.6K +629 +2%
AGWCA
162
Annis Gardner Whiting Capital Advisors
Florida
$2.71M +$235K +2,758 +10%
AF
163
Affiance Financial
Minnesota
$2.63M +$60.5K +709 +2%
SWA
164
SOA Wealth Advisors
New York
$2.61M -$21.7K -255 -0.9%
WB
165
WesBanco Bank
West Virginia
$2.6M -$95.3K -1,118 -4%
DT
166
Diversified Trust
Tennessee
$2.59M +$21.9K +257 +0.9%
RF
167
rebel Financial
Ohio
$2.55M +$2.44M +28,618 New
RFA
168
RTD Financial Advisors
Pennsylvania
$2.54M -$177K -2,081 -7%
IAS
169
IMA Advisory Services
Colorado
$2.53M +$44.6K +523 +2%
WAT
170
Wealth Advisory Team
Kentucky
$2.51M +$2.39M +28,079 New
LNWWM
171
Laird Norton Wetherby Wealth Management
California
$2.42M +$2.31M +27,120 New
OWA
172
One Wealth Advisors
California
$2.41M +$573K +6,718 +33%
DAS
173
Dynamic Advisor Solutions
Arizona
$2.4M -$426K -4,999 -16%
BOPW
174
Brandywine Oak Private Wealth
Pennsylvania
$2.39M -$70.3K -824 -3%
MF
175
Montis Financial
Massachusetts
$2.37M +$285K +3,339 +14%
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