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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
276
JFG Wealth Management
Colorado
$618K – – –
WA
277
Wealth Alliance
New York
$617K -$97.1K -1,349 -13%
AAM
278
Ameraudi Asset Management
New York
$614K – – –
SW
279
SVB Wealth
Massachusetts
$614K +$77.7K +1,079 +14%
SWM
280
SigFig Wealth Management
California
$606K -$380K -5,284 -38%
SB
281
Simmons Bank
Arkansas
$602K – – –
PFM
282
Peak Financial Management
Massachusetts
$599K +$23.6K +328 +4%
FC
283
Fulcrum Capital
Washington
$596K – – –
CA
284
Cambridge Associates
Massachusetts
$584K +$608K +8,441 New
CTA
285
Chesley Taft & Associates
Illinois
$575K -$187K -2,600 -24%
FFA
286
First Foundation Advisors
California
$574K +$219K +3,047 +58%
CT
287
Cambridge Trust
Massachusetts
$572K +$36.2K +503 +6%
CAL
288
Capital Analysts LLC
Pennsylvania
$565K -$18.5K -257 -3%
BIA
289
Bell Investment Advisors
California
$564K -$29K -403 -5%
SIC
290
Sigma Investment Counselors
Michigan
$562K – – –
OIA
291
OneDigital Investment Advisors
Kansas
$558K -$109K -1,510 -16%
CA
292
Cetera Advisors
Colorado
$556K -$135K -1,881 -19%
SDWMA
293
Schneider Downs Wealth Management Advisors
Pennsylvania
$552K +$3.02K +42 +0.5%
Massachusetts Financial Services
294
Massachusetts Financial Services
Massachusetts
$548K +$101K +1,408 +22%
ST
295
Sentinel Trust
Texas
$540K – – –
WDG
296
Wealth Dimensions Group
Ohio
$534K – – –
EFL
297
ERn Financial LLC
Wisconsin
$529K +$13K +180 +2%
FPCP
298
Fort Point Capital Partners
California
$514K – – –
VWA
299
VERITY Wealth Advisors
United States
$507K +$40.9K +568 +8%
CAG
300
Curtis Advisory Group
California
$503K -$70.5K -979 -12%