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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SP
276
Symmetry Partners
Connecticut
$774K -$11.9K -147 -2%
Pathstone Holdings
277
Pathstone Holdings
New Jersey
$767K -$2.26K -28 -0.3%
FC
278
Forte Capital
New York
$751K +$463K +5,734 +166%
LFA
279
Level Financial Advisors
New York
$741K
OGF
280
Orin Green Financial
California
$732K +$732K +9,070 New
AFG
281
Atomi Financial Group
New York
$731K -$216K -2,671 -23%
MCCA
282
Mill Creek Capital Advisors
Pennsylvania
$729K
AAM
283
Ameraudi Asset Management
New York
$726K
PP
284
PDS Planning
Ohio
$722K +$8.07K +100 +1%
BIA
285
Bell Investment Advisors
California
$720K -$8.07K -100 -1%
KWA
286
Kingswood Wealth Advisors
California
$720K -$8.63K -107 -1%
OSAM
287
O'Shaughnessy Asset Management
Connecticut
$716K +$60.6K +751 +9%
WWM
288
Western Wealth Management
Colorado
$709K +$25.3K +314 +4%
WSWA
289
Warren Street Wealth Advisors
California
$699K
SG
290
Sharper & Granite
California
$698K -$1.7K -21 -0.2%
CC
291
Courier Capital
New York
$696K +$403K +4,998 +142%
SW
292
SVB Wealth
Massachusetts
$693K
BHIA
293
Birch Hill Investment Advisors
Massachusetts
$693K -$39.7K -492 -5%
WCFA
294
Walkner Condon Financial Advisors
Wisconsin
$686K +$32.3K +400 +5%
Comerica Bank
295
Comerica Bank
Texas
$682K -$324K -4,012 -32%
PFM
296
Peak Financial Management
Massachusetts
$666K -$16.5K -205 -2%
AAS
297
Avantax Advisory Services
Texas
$662K +$4.12K +51 +0.6%
JWM
298
JFG Wealth Management
Colorado
$660K
CPP
299
Capasso Planning Partners
South Carolina
$650K -$16.2K -201 -2%
HSWS
300
Higgins & Schmidt Wealth Strategies
Colorado
$640K -$42.5K -527 -6%