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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
351
Flagship Harbor Advisors
Massachusetts
$770K +$85.6K +843 +13%
GKWIM
352
Gerber Kawasaki Wealth & Investment Management
California
$768K +$31.7K +312 +4%
VWA
353
VERITY Wealth Advisors
United States
$764K +$9.85K +97 +1%
GVAG
354
Great Valley Advisor Group
Delaware
$764K -$45.7K -450 -6%
Massachusetts Financial Services
355
Massachusetts Financial Services
Massachusetts
$758K +$235K +2,309 +122%
BJL
356
Brighton Jones LLC
Washington
$737K -$45.2K -445 -6%
PWM
357
Paulson Wealth Management
Illinois
$735K +$24.6K +242 +4%
JFGLC
358
Johnson Financial Group LLC (Colorado)
Colorado
$732K -$1.02M -10,070 -59%
WA
359
Waverly Advisors
Alabama
$731K +$102 +1 +0%
MOS
360
MGO One Seven
Ohio
$731K -$256K -2,521 -26%
PCG
361
Prosperity Consulting Group
Maryland
$725K +$124K +1,221 +21%
IA
362
IFP Advisors
Florida
$724K -$19.9K -196 -3%
AA
363
Aufman Associates
Pennsylvania
$720K +$9.35K +92 +1%
SFG
364
Sage Financial Group
Pennsylvania
$711K +$13.9K +137 +2%
CA
365
Capital Advantage
California
$706K -$2.54K -25 -0.4%
PTC
366
Private Trust Company
Ohio
$704K – – –
FFS
367
Founders Financial Securities
Maryland
$698K +$10.6K +104 +2%
BFS
368
Bradley Foster & Sargent
Connecticut
$681K – – –
FF
369
Farrell Financial
New York
$680K +$10.5K +103 +2%
FPCP
370
Fort Point Capital Partners
California
$676K – – –
HAG
371
HighPoint Advisor Group
Illinois
$672K +$305 +3 +0%
MAA
372
Matrix Asset Advisors
New York
$666K +$52.8K +520 +9%
MWP
373
Moller Wealth Partners
$663K +$1.32K +13 +0.2%
EI
374
Ethic Inc
New York
$661K -$6.21M -61,147 -90%
WWM
375
WT Wealth Management
Arizona
$661K +$31.1K +306 +5%