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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
NYLIM
201
New York Life Investment Management
New York
$1.41M +$86K +1,214 +7%
OWA
202
One Wealth Advisors
California
$1.4M -$1.3M -18,384 -50%
WT
203
Whittier Trust
California
$1.4M +$291K +4,116 +28%
CCM
204
Coldstream Capital Management
Washington
$1.39M +$385K +5,435 +42%
PWMG
205
Private Wealth Management Group
New Jersey
$1.38M +$1.29M +18,267 New
HNB
206
Huntington National Bank
Ohio
$1.37M – – –
LNC
207
Lincoln National Corp
Pennsylvania
$1.37M -$9.84K -139 -0.8%
VAF
208
Values Added Financial
District of Columbia
$1.36M -$69.5K -982 -5%
PGA
209
Portland Global Advisors
Maine
$1.34M – – –
PAG
210
Private Advisor Group
New Jersey
$1.33M -$38K -537 -3%
WLIM
211
White Lighthouse Investment Management
Massachusetts
$1.31M +$7.72K +109 +0.6%
AGWCA
212
Annis Gardner Whiting Capital Advisors
Florida
$1.3M +$1.42K +20 +0.1%
SWG
213
Summit Wealth Group
Vermont
$1.3M +$6.94K +98 +0.6%
CPIG
214
Chicago Partners Investment Group
Illinois
$1.28M +$85.9K +1,213 +8%
CFG
215
Carr Financial Group
Massachusetts
$1.27M -$67.7K -956 -5%
PCA
216
Pallas Capital Advisors
Massachusetts
$1.27M +$1.19M +16,771 New
EGWAG
217
Elwood & Goetz Wealth Advisory Group
Georgia
$1.25M -$7.08K -100 -0.6%
AWM
218
Axxcess Wealth Management
California
$1.25M +$323K +4,563 +38%
RCG
219
Regatta Capital Group
California
$1.24M -$71.3K -1,007 -6%
BBHC
220
Brown Brothers Harriman & Co
New York
$1.23M – – –
CB
221
Centennial Bank
Arkansas
$1.23M -$3.54K -50 -0.3%
RW
222
REDW Wealth
New Mexico
$1.22M +$44.3K +625 +4%
B
223
Birchbrook
Maine
$1.22M +$1.14M +16,165 New
CWP
224
Concord Wealth Partners
Virginia
$1.22M -$359K -5,074 -24%
WCM
225
Windham Capital Management
Massachusetts
$1.21M -$4.6K -65 -0.4%
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