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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
201
Cobblestone Capital Advisors
New York
$518K +$38.4K +510 +8%
SHJ
202
Sharkey, Howes & Javer
Colorado
$515K +$511K +6,784 New
BMD
203
Better Money Decisions
New Mexico
$511K +$507K +6,732 New
KAS
204
Kestra Advisory Services
Texas
$501K -$265K -3,523 -35%
B
205
Bailard
California
$500K +$496K +6,590 New
CG
206
Colony Group
Massachusetts
$498K -$41.3K -549 -8%
FHA
207
First Horizon Advisors
Tennessee
$498K +$50K +664 +11%
PAG
208
Pinnacle Advisory Group
Maryland
$498K +$59.1K +785 +14%
KLI
209
Kelman-Lazarov Inc
Tennessee
$494K +$154K +2,042 +46%
AF
210
Affiance Financial
Minnesota
$483K +$38.4K +510 +9%
ST
211
Sentinel Trust
Texas
$471K +$106K +1,410 +29%
VHAM
212
Van Hulzen Asset Management
California
$467K +$166K +2,200 +56%
SCA
213
Snowden Capital Advisors
New York
$465K +$151K +2,006 +49%
ACA
214
Atlas Capital Advisors
Wyoming
$463K +$216K +2,873 +89%
WB
215
WesBanco Bank
West Virginia
$460K +$456K +6,059 New
MAM
216
Meeder Asset Management
Ohio
$449K -$35.5K -471 -7%
CC
217
Chicago Capital
Illinois
$445K +$442K +5,865 New
PWM
218
Perigon Wealth Management
California
$435K -$5.35K -71 -1%
SDWMA
219
Schneider Downs Wealth Management Advisors
Pennsylvania
$420K +$9.94K +132 +2%
MNG
220
Manning & Napier Group
New York
$410K – – –
GW
221
GW & Wade
Massachusetts
$410K +$406K +5,397 New
FRA
222
Frank Rimerman Advisors
California
$407K – – –
ADL
223
Asset Dedication LLC
California
$404K +$24K +319 +6%
CB
224
Community Bank
New York
$400K +$7.53K +100 +2%
BOPW
225
Brandywine Oak Private Wealth
Pennsylvania
$400K +$97.1K +1,290 +32%
7 8
9
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