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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
276
Relative Value Partners Group
$620K
JWM
277
JFG Wealth Management
Colorado
$618K
WA
278
Wealth Alliance
New York
$617K -$97.1K -1,349 -13%
AAM
279
Ameraudi Asset Management
New York
$614K
SW
280
SVB Wealth
Massachusetts
$614K +$77.7K +1,079 +14%
SWM
281
SigFig Wealth Management
California
$606K -$380K -5,284 -38%
SB
282
Simmons Bank
Arkansas
$602K
PFM
283
Peak Financial Management
Massachusetts
$599K +$23.6K +328 +4%
FC
284
Fulcrum Capital
Washington
$596K
CA
285
Cambridge Associates
Massachusetts
$584K +$608K +8,441 New
CTA
286
Chesley Taft & Associates
Illinois
$575K -$187K -2,600 -24%
FFA
287
First Foundation Advisors
California
$574K +$219K +3,047 +58%
CT
288
Cambridge Trust
Massachusetts
$572K +$36.2K +503 +6%
CAL
289
Capital Analysts LLC
Pennsylvania
$565K -$18.5K -257 -3%
BIA
290
Bell Investment Advisors
California
$564K -$29K -403 -5%
SIC
291
Sigma Investment Counselors
Michigan
$562K
OIA
292
OneDigital Investment Advisors
Kansas
$558K -$109K -1,510 -16%
CA
293
Cetera Advisors
Colorado
$556K -$135K -1,881 -19%
SDWMA
294
Schneider Downs Wealth Management Advisors
Pennsylvania
$552K +$3.02K +42 +0.5%
Massachusetts Financial Services
295
Massachusetts Financial Services
Massachusetts
$548K +$101K +1,408 +22%
ST
296
Sentinel Trust
Texas
$540K
WDG
297
Wealth Dimensions Group
Ohio
$534K
EFL
298
ERn Financial LLC
Wisconsin
$529K +$13K +180 +2%
FPCP
299
Fort Point Capital Partners
California
$514K
VWA
300
VERITY Wealth Advisors
United States
$507K +$40.9K +568 +8%