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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRB
301
Shotwell Rutter Baer
Michigan
$557K +$524K +7,393 New
ATC
302
Argent Trust Co
Tennessee
$556K +$17.9K +253 +4%
VWA
303
VERITY Wealth Advisors
United States
$554K – – –
CAG
304
Curtis Advisory Group
California
$550K – – –
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$542K – – –
HT
306
Heritage Trust
Oklahoma
$540K – – –
HAG
307
HF Advisory Group
Maryland
$524K +$18.8K +266 +4%
Janney Montgomery Scott
308
Janney Montgomery Scott
Pennsylvania
$522K -$880K -12,424 -64%
MBFW
309
Morton Brown Family Wealth
Pennsylvania
$520K -$20.3K -287 -4%
CIBC World Market
310
CIBC World Market
Ontario, Canada
$519K -$3.12K -44 -0.6%
KLI
311
Kelman-Lazarov Inc
Tennessee
$519K +$1.06K +15 +0.2%
Massachusetts Financial Services
312
Massachusetts Financial Services
Massachusetts
$519K -$75.4K -1,065 -13%
FPAS
313
Focus Partners Advisor Solutions
Missouri
$518K +$116K +1,641 +31%
FFA
314
First Foundation Advisors
California
$514K -$106K -1,494 -18%
AA
315
Aufman Associates
Pennsylvania
$508K -$9.42K -133 -2%
WFAG
316
Wescott Financial Advisory Group
Pennsylvania
$507K +$17.1K +241 +4%
MIA
317
Milestone Investment Advisors
Wisconsin
$505K +$35.4K +500 +8%
AA
318
Addison Advisors
Vermont
$501K +$5.74K +81 +1%
WWM
319
WT Wealth Management
Arizona
$497K -$2.55K -36 -0.5%
BAAM
320
Baker Avenue Asset Management
California
$497K +$22.1K +312 +5%
BIA
321
Bigelow Investment Advisors
Maine
$497K -$14.2K -201 -3%
SFA
322
Sequoia Financial Advisors
Ohio
$490K +$11.5K +163 +3%
GDP
323
Great Diamond Partners
Maine
$488K -$212 -3 -0%
CT
324
Columbia Trust
Oregon
$486K +$456K +6,434 New
WC
325
Weil Company
California
$485K -$42.3K -597 -9%