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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
351
Peak Financial Management
Massachusetts
$317K +$2.39K +30 +0.8%
WSWA
352
Warren Street Wealth Advisors
California
$316K +$316K +3,975 New
SP
353
Symmetry Partners
Connecticut
$314K +$314K +3,947 New
SEA
354
Stegent Equity Advisors
Texas
$307K +$308K +3,870 New
BAAM
355
Baker Avenue Asset Management
California
$304K +$10.3K +129 +3%
PFA
356
Pathway Financial Advisors
Vermont
$303K +$316K +3,967 New
CFD
357
Creative Financial Designs
Indiana
$301K -$69.6K -874 -19%
VWM
358
Venturi Wealth Management
Texas
$293K +$54.7K +687 +23%
EWS
359
Evergreen Wealth Solutions
Pennsylvania
$293K +$294K +3,689 New
NL
360
NEPC LLC
Massachusetts
$291K +$243K +3,047 +495%
MFA
361
Morling Financial Advisors
California
$291K +$292K +3,664 New
MYIA
362
Mount Yale Investment Advisors
Colorado
$289K +$290K +3,637 New
PCG
363
Private Capital Group
Connecticut
$288K
Millennium Management
364
Millennium Management
New York
$288K +$289K +3,629 New
BFA
365
Bragg Financial Advisors
North Carolina
$287K
IA
366
IFP Advisors
Florida
$287K +$30K +377 +12%
EWA
367
EverSource Wealth Advisors
Alabama
$286K +$287K +3,599 New
BO
368
BRR OpCo
Ohio
$283K +$283K +3,559 New
WFA
369
Wade Financial Advisory
California
$282K
SOAG
370
Silver Oak Advisory Group
Oregon
$277K +$278K +3,486 New
PCA
371
Pallas Capital Advisors
Massachusetts
$268K +$276K +3,470 New
PGA
372
Portland Global Advisors
Maine
$267K
SIM
373
Seaview Investment Managers
Florida
$263K -$1.31M -16,492 -83%
PIA
374
Perennial Investment Advisors
California
$262K -$21.8K -274 -8%
SPL
375
Smart Portfolios LLC
Washington
$261K +$7.33K +92 +3%