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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
176
Annis Gardner Whiting Capital Advisors
Florida
$2.9M – – –
BBHC
177
Brown Brothers Harriman & Co
New York
$2.85M +$176K +1,774 +6%
MCWS
178
McKinley Carter Wealth Services
West Virginia
$2.82M -$245K -2,479 -8%
OWA
179
One Wealth Advisors
California
$2.81M -$43.2K -437 -1%
WP
180
WealthShield Partners
North Carolina
$2.8M +$234K +2,368 +9%
IAS
181
IMA Advisory Services
Colorado
$2.76M – – –
SWA
182
SOA Wealth Advisors
New York
$2.67M -$117K -1,183 -4%
RFA
183
RTD Financial Advisors
Pennsylvania
$2.66M +$91.8K +928 +3%
JFG
184
JMG Financial Group
Illinois
$2.65M +$4.45K +45 +0.2%
BOPW
185
Brandywine Oak Private Wealth
Pennsylvania
$2.6M – – –
TM
186
Torren Management
California
$2.59M -$108K -1,088 -4%
FWCM
187
Ferguson Wellman Capital Management
Oregon
$2.56M +$2.65M +26,813 New
BF
188
Brooklyn FI
New York
$2.56M -$19.5K -197 -0.7%
DT
189
Diversified Trust
Tennessee
$2.55M -$10.4K -105 -0.4%
MFG
190
Merit Financial Group
Georgia
$2.52M -$258K -2,610 -9%
GC
191
Grimes & Company
Massachusetts
$2.5M -$219K -2,215 -8%
BCM
192
Brookstone Capital Management
Illinois
$2.49M +$119K +1,201 +5%
CBU
193
CIBC Bancorp USA
Illinois
$2.49M +$2.58M +26,053 New
CL
194
Choreo LLC
Illinois
$2.49M -$13K -131 -0.5%
HTC
195
Haverford Trust Company
Pennsylvania
$2.48M -$3.46K -35 -0.1%
IWC
196
Integrated Wealth Concepts
Massachusetts
$2.46M +$1.68M +16,935 +193%
TBF
197
True Blue Financial
Michigan
$2.44M -$5.94K -60 -0.2%
HHGA
198
Halbert Hargrove Global Advisors
California
$2.42M -$11.6K -117 -0.5%
RF
199
rebel Financial
Ohio
$2.4M -$124K -1,251 -5%
WWA
200
Wingate Wealth Advisors
Massachusetts
$2.39M +$112K +1,128 +5%
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