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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Whittier Trust
California
$628K -$184K -2,282 -23%
PWM
302
Penobscot Wealth Management
Maine
$616K +$608K +7,539 New
WDG
303
Wealth Dimensions Group
Ohio
$610K +$9.76K +121 +2%
BWP
304
BlueStem Wealth Partners
Minnesota
$609K -$32.5K -403 -5%
EFN
305
Equita Financial Network
Pennsylvania
$604K -$53.3K -661 -8%
WWM
306
WT Wealth Management
Arizona
$600K -$54.6K -677 -8%
VWA
307
VERITY Wealth Advisors
United States
$599K
PTC
308
Private Trust Company
Ohio
$595K
FG
309
Foster Group
Iowa
$594K -$33.9K -420 -5%
ATC
310
Argent Trust Co
Tennessee
$584K
Susquehanna International Group
311
Susquehanna International Group
Pennsylvania
$583K -$2.27M -28,099 -80%
Vontobel Holding
312
Vontobel Holding
Switzerland
$582K -$67.7K -839 -11%
PSCM
313
Per Stirling Capital Management
Texas
$580K
GS
314
GTS Securities
Florida
$571K -$379K -4,699 -40%
MCM
315
MAI Capital Management
Ohio
$567K +$7.1K +88 +1%
ST
316
Sentinel Trust
Texas
$567K -$62.3K -772 -10%
WA
317
Waverly Advisors
Alabama
$566K +$559K +6,931 New
FPCP
318
Fort Point Capital Partners
California
$565K -$39.7K -492 -7%
PWM
319
Perigon Wealth Management
California
$559K -$7.58K -94 -1%
SWM
320
SeaCrest Wealth Management
New York
$553K -$8.07K -100 -1%
AA
321
Aufman Associates
Pennsylvania
$545K
AA
322
Addison Advisors
Vermont
$542K
MBFW
323
Morton Brown Family Wealth
Pennsylvania
$540K +$1.05K +13 +0.2%
AWA
324
Aaron Wealth Advisors
Illinois
$539K -$86.3K -1,070 -14%
SFG
325
Sage Financial Group
Pennsylvania
$539K +$15.2K +188 +3%