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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Aprio Wealth Management
Georgia
$756K +$23.9K +332 +3%
JPG
252
Jordan Park Group
California
$740K +$216 +3 +0%
QCG
253
Quadrant Capital Group
Ohio
$734K – – –
VFA
254
Valeo Financial Advisors
Indiana
$733K -$42K -584 -5%
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$727K -$87.7K -1,218 -10%
Prudential Financial
256
Prudential Financial
New Jersey
$721K -$491K -6,824 -40%
AIM
257
Acropolis Investment Management
Missouri
$713K +$5.76K +80 +0.8%
RBA
258
Richard Bernstein Advisors
New York
$711K -$5.62K -78 -0.8%
MCCA
259
Mill Creek Capital Advisors
Pennsylvania
$697K – – –
VFO
260
Virtus Family Office
Texas
$684K +$27.9K +387 +4%
PFO
261
Pathstone Family Office
New Jersey
$673K +$418K +5,799 +147%
CPP
262
Capasso Planning Partners
South Carolina
$669K -$44.1K -612 -6%
SWP
263
Stratos Wealth Partners
Ohio
$667K -$5.33K -74 -0.8%
AF
264
Allworth Financial
California
$660K +$474K +6,589 +222%
1SB
265
1ST Source Bank
Indiana
$660K +$648 +9 +0.1%
T
266
TCWP
Ohio
$657K -$18.2K -253 -3%
PTC
267
Private Trust Company
Ohio
$656K -$17.2K -239 -2%
National Bank of Canada
268
National Bank of Canada
Quebec, Canada
$650K +$265K +3,674 +67%
BFA
269
Bragg Financial Advisors
North Carolina
$647K +$34.2K +475 +5%
PPW
270
Presilium Private Wealth
Pennsylvania
$630K +$380K +5,279 +138%
BB
271
Bell Bank
North Dakota
$626K -$37.2K -517 -5%
LFA
272
Level Financial Advisors
New York
$626K +$22K +305 +3%
D
273
Dentgroup
Louisiana
$623K +$52.8K +733 +9%
FFG
274
Frisch Financial Group
New York
$623K -$580K -8,050 -47%
RVPG
275
Relative Value Partners Group
$620K – – –