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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
276
Sharper & Granite
California
$659K +$124K +1,745 +25%
Renaissance Technologies
277
Renaissance Technologies
New York
$657K +$616K +8,700 New
OGF
278
Orin Green Financial
California
$656K +$236K +3,331 +62%
OIA
279
OneDigital Investment Advisors
Kansas
$653K +$40.6K +573 +7%
CT
280
Cambridge Trust
Massachusetts
$644K +$17.6K +249 +3%
BIA
281
Bell Investment Advisors
California
$634K +$17.1K +241 +3%
SW
282
SVB Wealth
Massachusetts
$629K -$39K -550 -6%
RBA
283
Richard Bernstein Advisors
New York
$627K -$141K -1,988 -19%
SIC
284
Sigma Investment Counselors
Michigan
$614K – – –
WCFA
285
Walkner Condon Financial Advisors
Wisconsin
$610K +$69.1K +976 +14%
EH
286
Equitable Holdings
New York
$609K +$308K +4,349 +117%
BSW
287
Buckingham Strategic Wealth
Missouri
$608K +$177K +2,503 +45%
Vontobel Holding
288
Vontobel Holding
Switzerland
$605K +$567K +8,012 New
EFL
289
ERn Financial LLC
Wisconsin
$596K +$28.2K +398 +5%
PTC
290
Private Trust Company
Ohio
$590K -$118K -1,669 -18%
ST
291
Sentinel Trust
Texas
$590K – – –
FC
292
Fulcrum Capital
Washington
$588K -$59.5K -840 -10%
CTA
293
Chesley Taft & Associates
Illinois
$587K -$39K -550 -7%
WDG
294
Wealth Dimensions Group
Ohio
$584K – – –
SB
295
Simmons Bank
Arkansas
$580K -$72.5K -1,024 -12%
WWM
296
Western Wealth Management
Colorado
$579K +$543K +7,665 New
CAL
297
Capital Analysts LLC
Pennsylvania
$574K -$40.7K -575 -7%
PFA
298
Pure Financial Advisors
California
$566K -$278K -3,929 -34%
FPCP
299
Fort Point Capital Partners
California
$562K – – –
CT
300
Coastline Trust
Rhode Island
$558K +$523K +7,392 New