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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
251
Wealthcare Advisory Partners
Pennsylvania
$869K +$70.4K +994 +9%
CAMV
252
Concord Asset Management (Virginia)
Virginia
$866K -$388K -5,480 -32%
QCG
253
Quadrant Capital Group
Ohio
$841K +$36.5K +515 +5%
AWM
254
Aprio Wealth Management
Georgia
$830K +$3.82K +54 +0.5%
CPP
255
Capasso Planning Partners
South Carolina
$830K +$92.6K +1,308 +14%
JPG
256
Jordan Park Group
California
$813K +$4.89K +69 +0.6%
VFA
257
Valeo Financial Advisors
Indiana
$800K -$1.49K -21 -0.2%
AIM
258
Acropolis Investment Management
Missouri
$790K +$10.1K +142 +1%
SWP
259
Stratos Wealth Partners
Ohio
$779K +$46.4K +655 +7%
BJL
260
Brighton Jones LLC
Washington
$768K +$366K +5,162 +103%
EWP
261
Elevation Wealth Partners
California
$767K – – –
PA
262
Parallel Advisors
California
$754K -$184K -2,599 -21%
Pathstone Holdings
263
Pathstone Holdings
New Jersey
$736K +$690K +9,741 New
1SB
264
1ST Source Bank
Indiana
$720K -$921 -13 -0.1%
BFA
265
Bragg Financial Advisors
North Carolina
$707K -$354 -5 -0.1%
PPW
266
Presilium Private Wealth
Pennsylvania
$690K +$1.06K +15 +0.2%
LFA
267
Level Financial Advisors
New York
$689K +$4.6K +65 +0.7%
PFM
268
Peak Financial Management
Massachusetts
$686K +$30.1K +425 +5%
RVPG
269
Relative Value Partners Group
$685K +$7.72K +109 +1%
BB
270
Bell Bank
North Dakota
$684K – – –
FFG
271
Frisch Financial Group
New York
$678K -$2.62K -37 -0.4%
JWM
272
JFG Wealth Management
Colorado
$675K – – –
AAM
273
Ameraudi Asset Management
New York
$671K – – –
MCCA
274
Mill Creek Capital Advisors
Pennsylvania
$670K -$86K -1,214 -12%
National Bank of Canada
275
National Bank of Canada
Quebec, Canada
$663K +$3.9K +55 +0.6%