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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSWS
301
Higgins & Schmidt Wealth Strategies
Colorado
$1.08M -$33.5K -330 -3%
QCG
302
Quadrant Capital Group
Ohio
$1.08M – – –
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$1.07M +$121K +1,187 +13%
BFA
304
Bragg Financial Advisors
North Carolina
$1.07M -$17.6K -173 -2%
OBWG
305
Onyx Bridge Wealth Group
New York
$1.07M +$380K +3,745 +56%
AIM
306
Archer Investment Management
Texas
$1.07M +$1.22K +12 +0.1%
OGF
307
Orin Green Financial
California
$1.07M +$11K +108 +1%
PPW
308
Parcion Private Wealth
Washington
$1.06M – – –
SIC
309
Sigma Investment Counselors
Michigan
$1.05M – – –
WT
310
Whittier Trust
California
$1.04M +$235K +2,314 +30%
CIA
311
Concurrent Investment Advisors
Florida
$1.04M +$241K +2,375 +31%
ZS
312
Zenith Solutions
Pennsylvania
$1.04M +$1.03M +10,117 New
PAI
313
Pittenger & Anderson Inc
Nebraska
$1.04M -$21.3K -210 -2%
EFL
314
ERn Financial LLC
Wisconsin
$1.02M +$1.42K +14 +0.1%
RCG
315
Regatta Capital Group
California
$1.02M +$7.52K +74 +0.7%
BWP
316
BlueStem Wealth Partners
Minnesota
$1.02M +$68.9K +678 +7%
G
317
GenTrust
Florida
$978K -$27.2K -268 -3%
WAP
318
Wealth Analytics Partners
California
$970K -$22.6K -222 -2%
JPG
319
Jordan Park Group
California
$968K – – –
FPFC
320
Financial Planning Fort Collins
Colorado
$961K +$17K +167 +2%
SFP
321
Shepherd Financial Partners
Massachusetts
$952K -$54.1K -533 -5%
WCFA
322
Walkner Condon Financial Advisors
Wisconsin
$946K -$813 -8 -0.1%
CASB
323
Cape Ann Savings Bank
Massachusetts
$936K +$78.2K +770 +9%
AQR Capital Management
324
AQR Capital Management
Connecticut
$921K +$345K +3,398 +61%
SWA
325
Sax Wealth Advisors
New Jersey
$900K -$17.7K -174 -2%