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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
301
Bartlett & Co Wealth Management
Ohio
$1M +$789K +7,971 +378%
QCG
302
Quadrant Capital Group
Ohio
$1M
AIM
303
Archer Investment Management
Texas
$990K +$1.02M +10,355 New
PPW
304
Parcion Private Wealth
Washington
$985K -$1.09K -11 -0.1%
PAI
305
Pittenger & Anderson Inc
Nebraska
$984K +$13.1K +132 +1%
OGF
306
Orin Green Financial
California
$980K +$117K +1,181 +13%
SIC
307
Sigma Investment Counselors
Michigan
$975K +$39.6K +400 +4%
ML
308
McAdam LLC
Pennsylvania
$972K +$5.84K +59 +0.6%
EFL
309
ERn Financial LLC
Wisconsin
$950K -$20.2K -204 -2%
HGWM
310
Horst & Graben Wealth Management
Oregon
$950K +$23.3K +235 +3%
RCG
311
Regatta Capital Group
California
$944K +$42.6K +431 +5%
SFP
312
Shepherd Financial Partners
Massachusetts
$936K +$54.7K +553 +6%
G
313
GenTrust
Florida
$935K -$1.06M -10,755 -52%
WAP
314
Wealth Analytics Partners
California
$921K
MOS
315
MGO One Seven
Ohio
$921K +$107K +1,077 +13%
FPFC
316
Financial Planning Fort Collins
Colorado
$920K +$88.4K +893 +11%
SWA
317
Sax Wealth Advisors
New Jersey
$912K
Pathstone Holdings
318
Pathstone Holdings
New Jersey
$911K
DWM
319
Diversify Wealth Management
Utah
$901K +$654K +6,611 +263%
JPG
320
Jordan Park Group
California
$900K +$39.7K +401 +4%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$886K +$14.4K +146 +2%
BWP
322
BlueStem Wealth Partners
Minnesota
$882K +$133K +1,346 +17%
WCFA
323
Walkner Condon Financial Advisors
Wisconsin
$881K +$91.5K +925 +11%
MGP
324
Metis Global Partners
California
$848K +$878K +8,873 New
ISFAN
325
Investor's Fiduciary Advisor Network
Washington
$841K -$70.5K -713 -7%