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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
326
Bell Investment Advisors
California
$896K -$102 -1 -0%
BCI
327
Brinker Capital Investments
Pennsylvania
$893K -$309K -3,044 -26%
PSCM
328
Per Stirling Capital Management
Texas
$893K +$16.3K +160 +2%
BHIA
329
Birch Hill Investment Advisors
Massachusetts
$893K – – –
MBT
330
Montecito Bank & Trust
California
$890K – – –
KWA
331
Kingswood Wealth Advisors
California
$890K +$1.42K +14 +0.2%
AFC
332
Avise Financial Cooperative
California
$877K -$489K -4,816 -36%
PP
333
PDS Planning
Ohio
$875K +$16.8K +165 +2%
SFG
334
SNS Financial Group
Minnesota
$870K +$312K +3,068 +57%
CC
335
Courier Capital
New York
$865K -$19.9K -196 -2%
DWM
336
Diversify Wealth Management
Utah
$853K -$86.8K -854 -9%
DAS
337
Diversify Advisory Services
Utah
$853K +$841K +8,275 New
PFM
338
Peak Financial Management
Massachusetts
$853K – – –
GDP
339
Great Diamond Partners
Maine
$841K +$181K +1,783 +28%
ATPW
340
Ashton Thomas Private Wealth
Arizona
$839K +$18.1K +178 +2%
Neuberger Berman Group
341
Neuberger Berman Group
New York
$834K +$25.6K +252 +3%
SAI
342
Savvy Advisors Inc
New York
$830K -$40.6K -400 -5%
AL
343
Aspiriant LLC
California
$810K – – –
GT
344
Glenmede Trust
Pennsylvania
$797K +$596K +5,870 +312%
FWM
345
Fingerlakes Wealth Management
New York
$795K +$177K +1,746 +29%
WPC
346
Wedmont Private Capital
Pennsylvania
$791K +$777K +7,652 New
SP
347
Symmetry Partners
Connecticut
$789K +$33.6K +331 +5%
LFA
348
Level Financial Advisors
New York
$787K -$19.5K -192 -2%
SG
349
Sharper & Granite
California
$778K +$27.4K +270 +4%
ATC
350
Argent Trust Co
Tennessee
$777K +$19.8K +195 +3%