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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHIA
326
Birch Hill Investment Advisors
Massachusetts
$810K -$11.5K -122 -1%
OBWG
327
Onyx Bridge Wealth Group
New York
$802K +$6.41K +68 +0.8%
PFM
328
Peak Financial Management
Massachusetts
$794K -$4.9K -52 -0.6%
WCFA
329
Walkner Condon Financial Advisors
Wisconsin
$788K +$754 +8 +0.1%
FPFC
330
Financial Planning Fort Collins
Colorado
$786K +$779K +8,265 New
PFA
331
Pathway Financial Advisors
Vermont
$776K – – –
Comerica Bank
332
Comerica Bank
Texas
$764K -$136K -1,439 -15%
SHJ
333
Sharkey, Howes & Javer
Colorado
$760K -$107K -1,137 -12%
WT
334
Whittier Trust
California
$750K – – –
AL
335
Aspiriant LLC
California
$750K +$743K +7,883 New
BWP
336
BlueStem Wealth Partners
Minnesota
$749K +$104K +1,102 +16%
LFA
337
Level Financial Advisors
New York
$746K – – –
RA
338
Range Advisory
Virginia
$731K +$725K +7,689 New
SP
339
Symmetry Partners
Connecticut
$712K +$81.1K +860 +13%
SG
340
Sharper & Granite
California
$711K +$3.77K +40 +0.5%
PWM
341
Paulson Wealth Management
Illinois
$703K +$72.8K +772 +12%
ATC
342
Argent Trust Co
Tennessee
$700K – – –
VWA
343
VERITY Wealth Advisors
United States
$697K – – –
MMHP
344
Murphy Middleton Hinkle & Parker
Georgia
$679K +$17.1K +181 +7%
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$677K +$20.2K +214 +3%
WA
346
Waverly Advisors
Alabama
$676K +$15.2K +161 +2%
SA
347
Sonoma Allocations
California
$670K +$312K +3,307 +98%
WWM
348
WT Wealth Management
Arizona
$670K -$36.6K -388 -5%
MCCA
349
Mill Creek Capital Advisors
Pennsylvania
$669K -$66.7K -708 -9%
DWA
350
Davis Wealth Advisors
New Hampshire
$666K +$94.7K +1,005 +17%