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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
326
Stonebridge Financial Planning Group
Florida
$52K +$50.8K +675 New
PCFFS
327
Pacific Center for Financial Services
California
$51K
BCM
328
Bourgeon Capital Management
Connecticut
$51K +$41.4K +550 +458%
DWP
329
Destiny Wealth Partners
Florida
$50K
GRP
330
Global Retirement Partners
California
$48K +$47.2K +627 New
EIP
331
Ellis Investment Partners
Pennsylvania
$47K
FP
332
Fiduciary Planning
Florida
$45K +$1.73K +23 +4%
BCPWM
333
Bradley & Co Private Wealth Management
Florida
$44K +$43.8K +581 New
CFFP
334
Center for Financial Planning
Michigan
$44K +$44.1K +585 New
AssetMark Inc
335
AssetMark Inc
California
$41K +$31.1K +413 +320%
WP
336
WealthShield Partners
North Carolina
$40K +$39.5K +525 New
S
337
SignatureFD
Georgia
$37K +$37K +492 New
RIM
338
Rockbridge Investment Management
New York
$33K
IWP
339
IAG Wealth Partners
Wisconsin
$32K
NSIM
340
North Star Investment Management
Illinois
$32K
SBL
341
Sargent Bickham Lagudis
Colorado
$30K +$29.4K +390 New
IHWM
342
Iron Horse Wealth Management
Iowa
$26K
AA
343
Ancora Advisors
Ohio
$26K +$26.2K +348 New
FPW
344
Flagship Private Wealth
Massachusetts
$25.8K -$75 -1 -0.3%
4FG
345
4Thought Financial Group
New York
$25K +$25.2K +334 New
BA
346
Bellwether Advisors
Nebraska
$18K
Fidelity Investments
347
Fidelity Investments
Massachusetts
$18K +$1.51K +20 +9%
FWP
348
FAS Wealth Partners
Kansas
$17K +$979 +13 +6%
Bessemer Group
349
Bessemer Group
New Jersey
$15K +$15.6K +207 New
MCM
350
MV Capital Management
Maryland
$14K