We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
251
Orion Portfolio Solutions
Nebraska
$873K -$243K -3,437 -23%
WAP
252
Wealthcare Advisory Partners
Pennsylvania
$869K +$70.4K +994 +9%
CAMV
253
Concord Asset Management (Virginia)
Virginia
$866K -$388K -5,480 -32%
QCG
254
Quadrant Capital Group
Ohio
$841K +$36.5K +515 +5%
AWM
255
Aprio Wealth Management
Georgia
$830K +$3.82K +54 +0.5%
CPP
256
Capasso Planning Partners
South Carolina
$830K +$92.6K +1,308 +14%
JPG
257
Jordan Park Group
California
$813K +$4.89K +69 +0.6%
VFA
258
Valeo Financial Advisors
Indiana
$800K -$1.49K -21 -0.2%
AIM
259
Acropolis Investment Management
Missouri
$790K +$10.1K +142 +1%
SWP
260
Stratos Wealth Partners
Ohio
$779K +$46.4K +655 +7%
BJL
261
Brighton Jones LLC
Washington
$768K +$366K +5,162 +103%
EWP
262
Elevation Wealth Partners
California
$767K
PA
263
Parallel Advisors
California
$754K -$184K -2,599 -21%
Pathstone Holdings
264
Pathstone Holdings
New Jersey
$736K +$690K +9,741 New
1SB
265
1ST Source Bank
Indiana
$720K -$921 -13 -0.1%
BFA
266
Bragg Financial Advisors
North Carolina
$707K -$354 -5 -0.1%
PPW
267
Presilium Private Wealth
Pennsylvania
$690K +$1.06K +15 +0.2%
LFA
268
Level Financial Advisors
New York
$689K +$4.6K +65 +0.7%
PFM
269
Peak Financial Management
Massachusetts
$686K +$30.1K +425 +5%
RVPG
270
Relative Value Partners Group
$685K +$7.72K +109 +1%
BB
271
Bell Bank
North Dakota
$684K
FFG
272
Frisch Financial Group
New York
$678K -$2.62K -37 -0.4%
JWM
273
JFG Wealth Management
Colorado
$675K
AAM
274
Ameraudi Asset Management
New York
$671K
MCCA
275
Mill Creek Capital Advisors
Pennsylvania
$670K -$86K -1,214 -12%