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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FC
226
Fulcrum Capital
Washington
$276K
TPCW
227
TD Private Client Wealth
New York
$275K +$25.9K +379 +11%
TCOV
228
Trust Company of Vermont
Vermont
$272K -$2.87K -42 -1%
OCM
229
One Capital Management
California
$271K -$183K -2,679 -42%
OWA
230
Opal Wealth Advisors
New York
$271K +$254K +3,717 New
CFG
231
Cooper Financial Group
California
$264K -$23.3K -341 -9%
BFA
232
Bragg Financial Advisors
North Carolina
$258K
BAAM
233
Baker Avenue Asset Management
California
$258K +$242K +3,538 New
TFO
234
Tarbox Family Office
California
$254K
TI
235
tru Independence
Oregon
$252K +$235K +3,445 New
HTC
236
Haverford Trust Company
Pennsylvania
$248K +$2.39K +35 +1%
PFA
237
Pathway Financial Advisors
Vermont
$244K +$226K +3,303 New
RMCM
238
Reynders McVeigh Capital Management
Massachusetts
$244K +$228K +3,344 New
CRWM
239
Castle Rock Wealth Management
California
$242K +$220K +3,218 New
BSB
240
Bangor Savings Bank
Maine
$241K +$225K +3,295 New
HGWM
241
Horst & Graben Wealth Management
Oregon
$239K -$557K -8,150 -71%
PGA
242
Portland Global Advisors
Maine
$239K +$224K +3,275 New
UAS
243
United Asset Strategies
New York
$237K +$222K +3,244 New
ACA
244
Atlas Capital Advisors
Wyoming
$236K +$1.71K +25 +0.8%
COF
245
Capital One Financial
Virginia
$234K -$204K -2,990 -48%
LWMG
246
Levy Wealth Management Group
Pennsylvania
$233K +$218K +3,185 New
CAM
247
Cresset Asset Management
Illinois
$230K
AIA
248
Arbor Investment Advisors
North Carolina
$229K +$214K +3,129 New
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$228K +$1.43K +21 +0.7%
MGIA
250
Moneta Group Investment Advisors
Missouri
$228K +$213K +3,122 New