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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
351
McClarren Financial Advisors
Pennsylvania
$53K +$41.2K +518 +314%
EIP
352
Ellis Investment Partners
Pennsylvania
$47K -$637 -8 -1%
BCPWM
353
Bradley & Co Private Wealth Management
Florida
$46K – – –
CFFP
354
Center for Financial Planning
Michigan
$46K – – –
WP
355
WealthShield Partners
North Carolina
$45K +$3.98K +50 +10%
CT
356
Caldwell Trust
Florida
$43.1K +$43.4K +545 New
RIM
357
Rockbridge Investment Management
New York
$41K +$6.84K +86 +20%
AF
358
Advisornet Financial
Minnesota
$41K +$26.6K +334 +180%
IWP
359
IAG Wealth Partners
Wisconsin
$33K – – –
FWP
360
FAS Wealth Partners
Kansas
$33K +$16K +201 +90%
SBL
361
Sargent Bickham Lagudis
Colorado
$32K +$955 +12 +3%
IHWM
362
Iron Horse Wealth Management
Iowa
$27K – – –
FPW
363
Flagship Private Wealth
Massachusetts
$26.6K +$398 +5 +2%
4FG
364
4Thought Financial Group
New York
$26K -$318 -4 -1%
NL
365
NEPC LLC
Massachusetts
$25.7K +$15.4K +194 +148%
BWL
366
Bogart Wealth LLC
Virginia
$23K +$20.8K +261 +1,088%
Bessemer Group
367
Bessemer Group
New Jersey
$18K +$1.19K +15 +7%
RBA
368
Richard Bernstein Advisors
New York
$17K +$16.9K +212 New
APC
369
Aspire Private Capital
North Carolina
$15K +$1.43K +18 +11%
MCM
370
MV Capital Management
Maryland
$14K – – –
RIA
371
RPG Investment Advisory
California
$12K – – –
KFI
372
Key Financial Inc
Pennsylvania
$11K – – –
HIA
373
Harbor Investment Advisory
Maryland
$11K +$9.95K +125 +595%
GFPC
374
Global Financial Private Client
Florida
$9.6K +$4.78K +60 +98%
CA
375
Clearstead Advisors
Ohio
$6K +$1.99K +25 +50%