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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
226
Fort Point Capital Partners
California
– -$373K -5,430 Closed
CG
227
Colony Group
Massachusetts
– -$321K -4,670 Closed
HA
228
Harborview Advisors
Maine
– -$270K -3,930 Closed
FWM
229
Frontier Wealth Management
Missouri
– -$268K -3,904 Closed
RCS
230
Retirement Capital Strategies
California
– -$265K -3,849 Closed
SAG
231
Spotlight Asset Group
Illinois
– -$200K -3,632 Closed
JMPWA
232
JP Morgan Private Wealth Advisors
California
– -$239K -3,472 Closed
BBNA
233
Bremer Bank National Association
Minnesota
– -$232K -3,371 Closed
AC
234
Arjuna Capital
North Carolina
– -$230K -3,351 Closed
CAM
235
Cresset Asset Management
Illinois
– -$217K -3,152 Closed
UCFA
236
United Capital Financial Advisors
Texas
– -$215K -3,122 Closed
GC
237
Grimes & Company
Massachusetts
– -$210K -3,062 Closed
NEPPG
238
New England Professional Planning Group
Rhode Island
– -$203K -2,955 Closed
IFWM
239
Institute for Wealth Management
Colorado
– -$58K -845 Closed
AF
240
Allworth Financial
California
– -$11K -167 Closed
Fidelity Investments
241
Fidelity Investments
Massachusetts
– -$6K -89 Closed
HIA
242
Harbor Investment Advisory
Maryland
– -$6K -87 Closed
PWMG
243
Prestige Wealth Management Group
New Jersey
– -$3K -50 Closed
CFA
244
Carroll Financial Associates
North Carolina
– -$1K -16 Closed