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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
176
One Capital Management
California
$1.87M +$201K +2,620 +13%
VC
177
Vicus Capital
Pennsylvania
$1.86M -$9.88K -129 -0.6%
RJT
178
Raymond James Trust
Florida
$1.85M -$29.5K -385 -2%
BC
179
Brio Consultants
California
$1.85M -$16.7K -218 -0.9%
PWLP
180
Prio Wealth Limited Partnership
Massachusetts
$1.85M -$8.81K -115 -0.5%
BWM
181
BigSur Wealth Management
Florida
$1.84M – – –
AF
182
Affiance Financial
Minnesota
$1.83M -$82.7K -1,080 -4%
HHGA
183
Halbert Hargrove Global Advisors
California
$1.82M +$26.6K +347 +2%
BCM
184
Brookstone Capital Management
Illinois
$1.8M -$76.5K -998 -4%
PWMG
185
Pioneer Wealth Management Group
Texas
$1.78M +$50K +653 +3%
APP
186
Avantax Planning Partners
Iowa
$1.68M +$5.9K +77 +0.4%
MCCP
187
Mission Creek Capital Partners
California
$1.67M -$17.8K -233 -1%
3AM
188
3EDGE Asset Management
Florida
$1.66M -$50.9K -664 -3%
NP
189
NorthRock Partners
Minnesota
$1.62M +$108K +1,406 +7%
G
190
GenTrust
Florida
$1.56M – – –
LWMG
191
Levy Wealth Management Group
Pennsylvania
$1.55M – – –
AWM
192
Axxcess Wealth Management
California
$1.52M +$184K +2,403 +14%
WLIM
193
White Lighthouse Investment Management
Massachusetts
$1.51M +$119K +1,554 +9%
OFP
194
OLIO Financial Planning
Virginia
$1.51M – – –
WN
195
Williams & Novak
California
$1.5M – – –
ACA
196
Affinity Capital Advisors
California
$1.49M -$478K -6,234 -25%
CCM
197
Coldstream Capital Management
Washington
$1.47M +$2.3K +30 +0.2%
OWA
198
One Wealth Advisors
California
$1.46M -$25.3K -330 -2%
PGA
199
Portland Global Advisors
Maine
$1.46M +$38.3K +500 +3%
PWMG
200
Private Wealth Management Group
New Jersey
$1.45M -$4.75K -62 -0.3%
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