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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
251
IAG Wealth Partners
Wisconsin
$26K – – –
PMFA
252
Plante Moran Financial Advisors
Michigan
$26K +$26.5K +415 New
AssetMark Inc
253
AssetMark Inc
California
$16K +$16.5K +258 New
FHA
254
Flagship Harbor Advisors
Massachusetts
$15K -$3.7K -58 -19%
FWP
255
FAS Wealth Partners
Kansas
$13K +$575 +9 +5%
MCM
256
MV Capital Management
Maryland
$12K +$11.6K +182 New
APC
257
Aspire Private Capital
North Carolina
$11K – – –
RWG
258
Regal Wealth Group
California
$11K – – –
RCA
259
Rowland Carmichael Advisors
Arizona
$8K -$3.77K -59 -31%
TIM
260
Tortoise Investment Management
New York
$4K +$3.7K +58 New
ME
261
McIlrath & Eck
Washington
$3K – – –
LFG
262
Larson Financial Group
Missouri
$3K +$3.19K +50 New
CPW
263
Catalyst Private Wealth
California
$3K +$3.26K +51 New
CCM
264
Cribstone Capital Management
Maine
$3K +$3.38K +53 New
BWA
265
Burt Wealth Advisors
Maryland
$2K – – –
Fidelity Investments
266
Fidelity Investments
Massachusetts
$2K – – –
TFA
267
Toth Financial Advisory
Virginia
$1K – – –
PGAM
268
Princeton Global Asset Management
New Jersey
– -$3.11M -51,368 Closed
Citadel Advisors
269
Citadel Advisors
Florida
– -$1.76M -29,000 Closed
BAAM
270
Baker Avenue Asset Management
California
– -$651K -10,744 Closed
SIC
271
Sigma Investment Counselors
Michigan
– -$506K -8,360 Closed
MWA
272
MFA Wealth Advisors
Pennsylvania
– -$505K -8,333 Closed
TSA
273
Tri-Star Advisors
Texas
– -$343K -5,426 Closed
EIG
274
Ellenbecker Investment Group
Wisconsin
– -$234K -3,856 Closed
CRWM
275
Castle Rock Wealth Management
California
– -$244K -3,847 Closed