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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
201
Private Advisor Group
New Jersey
$1.25M -$79.1K -1,098 -6%
CFG
202
Carr Financial Group
Massachusetts
$1.24M +$39.1K +543 +3%
PGA
203
Portland Global Advisors
Maine
$1.23M – – –
NYLIM
204
New York Life Investment Management
New York
$1.21M -$15.2K -211 -1%
RCG
205
Regatta Capital Group
California
$1.21M -$76.1K -1,057 -6%
AGWCA
206
Annis Gardner Whiting Capital Advisors
Florida
$1.19M +$1.24M +17,231 New
WLIM
207
White Lighthouse Investment Management
Massachusetts
$1.19M +$47.2K +656 +4%
SWG
208
Summit Wealth Group
Vermont
$1.18M +$12.2K +169 +1%
CAMV
209
Concord Asset Management (Virginia)
Virginia
$1.17M +$34.3K +476 +3%
EGWAG
210
Elwood & Goetz Wealth Advisory Group
Georgia
$1.15M -$404K -5,610 -25%
BBHC
211
Brown Brothers Harriman & Co
New York
$1.13M +$1.18M +16,343 New
CB
212
Centennial Bank
Arkansas
$1.13M +$57.6K +800 +5%
ADL
213
Asset Dedication LLC
California
$1.12M -$3.02K -42 -0.3%
WCM
214
Windham Capital Management
Massachusetts
$1.11M -$16.3K -227 -1%
BF
215
Brooklyn FI
New York
$1.1M +$14K +194 +1%
PWMG
216
Pioneer Wealth Management Group
Texas
$1.1M +$64.6K +897 +6%
RW
217
REDW Wealth
New Mexico
$1.08M +$21.3K +296 +2%
CPIG
218
Chicago Partners Investment Group
Illinois
$1.06M +$146K +2,024 +15%
BCI
219
Brinker Capital Investments
Pennsylvania
$1.04M -$215K -2,990 -17%
OPS
220
Orion Portfolio Solutions
Nebraska
$1.04M -$215K -2,990 -17%
SAS
221
Sage Advisory Services
Texas
$1.03M +$36.3K +504 +3%
PA
222
Planning Alternatives
Michigan
$1.03M +$49.7K +690 +5%
GW
223
GW & Wade
Massachusetts
$1.03M +$113K +1,569 +12%
JFG
224
JMG Financial Group
Illinois
$1.01M +$255K +3,540 +32%
MI
225
Mercer Investments
Massachusetts
$1.01M -$13.4K -186 -1%
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