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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
226
Goodwin Investment Advisory
Georgia
$616K +$473K +5,891 +298%
WDG
227
Wealth Dimensions Group
Ohio
$606K +$620K +7,726 New
IFAM
228
Institutional & Family Asset Management
Colorado
$605K +$33.2K +413 +6%
RA
229
RFG Advisory
Alabama
$604K +$619K +7,706 New
JFGLC
230
Johnson Financial Group LLC (Colorado)
Colorado
$589K -$85.2K -1,061 -12%
WCFA
231
Walkner Condon Financial Advisors
Wisconsin
$577K +$6.26K +78 +1%
AF
232
Affiance Financial
Minnesota
$576K +$46.6K +581 +9%
MBT
233
Montecito Bank & Trust
California
$568K +$33.2K +414 +6%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$562K
BF
235
BOK Financial
Oklahoma
$561K +$574K +7,155 New
SWP
236
Stratos Wealth Partners
Ohio
$553K +$1.36K +17 +0.2%
CCA
237
Cobblestone Capital Advisors
New York
$550K +$241 +3 +0%
MAM
238
Meeder Asset Management
Ohio
$525K +$41.7K +519 +8%
ACA
239
Atlas Capital Advisors
Wyoming
$522K +$43.9K +547 +9%
NA
240
NewEdge Advisors
Louisiana
$516K +$529K +6,584 New
TCOV
241
Trust Company of Vermont
Vermont
$496K +$206K +2,571 +69%
WANY
242
Wealthspire Advisors (New York)
New York
$490K +$502K +6,250 New
PCMC
243
Private Capital Management (Colorado)
Colorado
$489K +$213K +2,655 +74%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$487K +$71.6K +892 +17%
MNG
245
Manning & Napier Group
New York
$484K
WWM
246
WT Wealth Management
Arizona
$483K +$154K +1,923 +45%
HI
247
Harbour Investments
Wisconsin
$478K +$28.7K +358 +6%
ST
248
Sentinel Trust
Texas
$477K -$6.9K -86 -1%
SDWMA
249
Schneider Downs Wealth Management Advisors
Pennsylvania
$475K +$29.5K +368 +6%
CW
250
CreativeOne Wealth
Kansas
$475K +$221K +2,758 +83%