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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
SP
338
Symmetry Partners
Connecticut
$712K +$81.1K +860 +13%
SG
339
Sharper & Granite
California
$711K +$3.77K +40 +0.5%
PWM
340
Paulson Wealth Management
Illinois
$703K +$72.8K +772 +12%
ATC
341
Argent Trust Co
Tennessee
$700K
VWA
342
VERITY Wealth Advisors
United States
$697K
MMHP
343
Murphy Middleton Hinkle & Parker
Georgia
$679K +$17.1K +181 +7%
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$677K +$20.2K +214 +3%
WA
345
Waverly Advisors
Alabama
$676K +$15.2K +161 +2%
SA
346
Sonoma Allocations
California
$670K +$312K +3,307 +98%
WWM
347
WT Wealth Management
Arizona
$670K -$36.6K -388 -5%
MCCA
348
Mill Creek Capital Advisors
Pennsylvania
$669K -$66.7K -708 -9%
DWA
349
Davis Wealth Advisors
New Hampshire
$666K +$660K +7,000 New
AA
350
Aufman Associates
Pennsylvania
$657K +$10.3K +109 +2%