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iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
201
Private Wealth Management Group
New Jersey
$1.51M +$21.3K +268 +1%
G
202
GenTrust
Florida
$1.49M +$1.27K +16 +0.1%
EGWAG
203
Elwood & Goetz Wealth Advisory Group
Georgia
$1.49M +$353K +4,435 +29%
CCM
204
Coldstream Capital Management
Washington
$1.49M +$3.58K +45 +0.2%
PGA
205
Portland Global Advisors
Maine
$1.43M -$3.18K -40 -0.2%
HTC
206
Haverford Trust Company
Pennsylvania
$1.42M +$415K +5,220 +39%
SWG
207
Summit Wealth Group
Vermont
$1.39M +$48.9K +615 +3%
WN
208
Williams & Novak
California
$1.38M -$190K -2,394 -12%
B
209
Birchbrook
Maine
$1.38M +$5.01K +63 +0.3%
CA
210
CGN Advisors
Kansas
$1.37M +$88.9K +1,117 +7%
EWP
211
Elevation Wealth Partners
California
$1.37M -$271K -3,403 -16%
CPIG
212
Chicago Partners Investment Group
Illinois
$1.34M +$17.4K +219 +1%
PA
213
Planning Alternatives
Michigan
$1.33M +$126K +1,589 +10%
CB
214
Centennial Bank
Arkansas
$1.3M -$109K -1,375 -7%
PA
215
Parallel Advisors
California
$1.26M +$68.3K +858 +5%
CCA
216
Cobblestone Capital Advisors
New York
$1.25M +$48.3K +607 +4%
JFGLC
217
Johnson Financial Group LLC (Colorado)
Colorado
$1.25M +$51.6K +648 +4%
BBHC
218
Brown Brothers Harriman & Co
New York
$1.24M – – –
NP
219
NorthRock Partners
Minnesota
$1.24M -$139K -1,741 -10%
BF
220
Brooklyn FI
New York
$1.24M +$37.7K +474 +3%
W
221
WealthCollab
Washington
$1.2M +$118K +1,480 +10%
CFG
222
Carr Financial Group
Massachusetts
$1.2M -$3.42K -43 -0.3%
MF
223
Montis Financial
Massachusetts
$1.13M +$389K +4,884 +49%
SWA
224
Sax Wealth Advisors
New Jersey
$1.12M -$340K -4,272 -22%
CFP
225
Cascade Financial Partners
California
$1.1M – – –
7 8
9
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