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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
276
Capital Analysts LLC
Pennsylvania
$91K +$35.5K +520 +72%
LWA
277
Lowe Wealth Advisors
Maryland
$88K +$82K +1,200 New
AWM
278
AllSquare Wealth Management
New York
$86K -$23.6K -345 -23%
GWM
279
Geneos Wealth Management
Colorado
$85K +$199K +2,921 +291%
CCM
280
Cribstone Capital Management
Maine
$80K +$71.5K +1,047 +1,975%
DWMG
281
DB Wealth Management Group
California
$69K +$64.9K +950 New
VFA
282
Valeo Financial Advisors
Indiana
$64K +$3.21K +47 +6%
Bank of Montreal
283
Bank of Montreal
Ontario, Canada
$56K +$50.9K +746 New
NFG
284
Next Financial Group
Texas
$55K -$273 -4 -0.5%
AIP
285
Ameritas Investment Partners
Nebraska
$55K
RFA
286
Reilly Financial Advisors
California
$54K
PCFFS
287
Pacific Center for Financial Services
California
$49K
DWP
288
Destiny Wealth Partners
Florida
$48K +$45.2K +662 New
CFD
289
Creative Financial Designs
Indiana
$47K -$106K -1,554 -71%
GIA
290
Goodwin Investment Advisory
Georgia
$47K +$43.3K +634 New
EIP
291
Ellis Investment Partners
Pennsylvania
$45K +$137 +2 +0.3%
FCH
292
Freestone Capital Holdings
Washington
$42.7K
FP
293
Fiduciary Planning
Florida
$41K +$341 +5 +0.9%
MA
294
MCF Advisors
Kentucky
$36K +$273 +4 +0.8%
FCA
295
FinTrust Capital Advisors
South Carolina
$34K
RIM
296
Rockbridge Investment Management
New York
$32K
NSIM
297
North Star Investment Management
Illinois
$31K +$205 +3 +0.7%
IWP
298
IAG Wealth Partners
Wisconsin
$30K
RA
299
Reby Advisors
Connecticut
$29K +$27.3K +400 New
IHWM
300
Iron Horse Wealth Management
Iowa
$25K +$23.1K +338 New