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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$385K +$388K +4,873 New
GAM
252
Gemmer Asset Management
California
$383K +$77.9K +979 +25%
JFG
253
JMG Financial Group
Illinois
$376K +$379K +4,758 New
KFP
254
KB Financial Partners
New Jersey
$375K +$11.9K +150 +3%
RZH
255
Relyea Zuckerberg Hanson
Connecticut
$373K
MSFS
256
Main Street Financial Solutions
Pennsylvania
$370K +$7.64K +96 +2%
SWM
257
SigFig Wealth Management
California
$369K +$371K +4,663 New
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$367K +$58.3K +732 +19%
AWS
259
AJ Wealth Strategies
New York
$358K
HTC
260
Haverford Trust Company
Pennsylvania
$358K +$30.5K +383 +9%
CWM
261
Chicago Wealth Management
Illinois
$356K
LWMG
262
Levy Wealth Management Group
Pennsylvania
$352K +$101K +1,268 +40%
BAIA
263
Bel Air Investment Advisors
California
$345K
HNB
264
Huntington National Bank
Ohio
$340K +$343K +4,307 New
CAL
265
Capital Analysts LLC
Pennsylvania
$338K +$129K +1,618 +61%
WWM
266
WT Wealth Management
Arizona
$335K +$44.8K +563 +15%
WFAG
267
Wescott Financial Advisory Group
Pennsylvania
$335K +$46.6K +585 +16%
PMFA
268
Plante Moran Financial Advisors
Michigan
$334K +$135K +1,695 +67%
AWM
269
AE Wealth Management
Kansas
$333K +$335K +4,211 New
OWP
270
Obermeyer Wealth Partners
Colorado
$326K
CRWM
271
Castle Rock Wealth Management
California
$326K +$322K +4,045 New
TPCW
272
TD Private Client Wealth
New York
$319K +$398 +5 +0.1%
OWA
273
Opal Wealth Advisors
New York
$317K +$7.24K +91 +2%
AIA
274
Arbor Investment Advisors
North Carolina
$314K +$18.1K +227 +6%
PFM
275
Peak Financial Management
Massachusetts
$312K -$6.84K -86 -2%