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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
201
Portland Global Advisors
Maine
$1.59M +$36.4K +450 +2%
CB
202
Centennial Bank
Arkansas
$1.55M +$111K +1,375 +8%
NP
203
NorthRock Partners
Minnesota
$1.52M +$287K +3,552 +24%
B
204
Birchbrook
Maine
$1.52M +$32.3K +400 +2%
OFP
205
OLIO Financial Planning
Virginia
$1.51M – – –
SWG
206
Summit Wealth Group
Vermont
$1.48M +$59.8K +740 +4%
RW
207
REDW Wealth
New Mexico
$1.48M – – –
CA
208
CGN Advisors
Kansas
$1.43M +$375K +4,643 +38%
MMA
209
Miracle Mile Advisors
California
$1.42M – – –
CPIG
210
Chicago Partners Investment Group
Illinois
$1.38M -$8.97K -111 -0.6%
BBHC
211
Brown Brothers Harriman & Co
New York
$1.38M – – –
PA
212
Planning Alternatives
Michigan
$1.34M +$61K +755 +5%
CCA
213
Cobblestone Capital Advisors
New York
$1.33M +$98.4K +1,218 +8%
BF
214
Brooklyn FI
New York
$1.33M – – –
CFG
215
Carr Financial Group
Massachusetts
$1.33M -$970 -12 -0.1%
JFGLC
216
Johnson Financial Group LLC (Colorado)
Colorado
$1.32M – – –
PA
217
Parallel Advisors
California
$1.32M +$317K +3,928 +33%
EFG
218
Elios Financial Group
Ohio
$1.3M +$1.25M +15,411 New
EGWAG
219
Elwood & Goetz Wealth Advisory Group
Georgia
$1.27M +$24.2K +300 +2%
D
220
Diversified
Delaware
$1.27M +$84.4K +1,045 +7%
DE
221
Diversified Enterprises
Delaware
$1.27M +$1.22M +15,043 New
W
222
WealthCollab
Washington
$1.21M – – –
ACA
223
Affinity Capital Advisors
California
$1.18M -$352K -4,353 -24%
HNB
224
Huntington National Bank
Ohio
$1.18M – – –
PCA
225
Pallas Capital Advisors
Massachusetts
$1.17M -$127K -1,573 -10%
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9
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