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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
351
Capital Analysts LLC
Pennsylvania
$286K +$34.5K +505 +12%
AWS
352
AJ Wealth Strategies
New York
$285K
SP
353
Symmetry Partners
Connecticut
$283K +$28.9K +424 +10%
PMFA
354
Plante Moran Financial Advisors
Michigan
$282K -$497K -7,287 -62%
OWA
355
Opal Wealth Advisors
New York
$282K -$52.1K -764 -15%
VWA
356
VERITY Wealth Advisors
United States
$281K
MBFW
357
Morton Brown Family Wealth
Pennsylvania
$281K +$6.42K +94 +2%
VHAM
358
Van Hulzen Asset Management
California
$277K +$614 +9 +0.2%
MAM
359
Meeder Asset Management
Ohio
$276K +$34.8K +510 +13%
SW
360
SVB Wealth
Massachusetts
$276K +$300K +4,400 New
APA
361
American Portfolios Advisors
New York
$274K +$1.64K +24 +0.6%
SFG
362
Sage Financial Group
Pennsylvania
$272K +$296K +4,331 New
HDIM
363
Hanson & Doremus Investment Management
Vermont
$266K +$289K +4,233 New
AssetMark Inc
364
AssetMark Inc
California
$264K +$214K +3,137 +295%
FPAS
365
Focus Partners Advisor Solutions
Missouri
$264K +$287K +4,206 New
T
366
TrueFG
Texas
$262K +$9.55K +140 +3%
AIA
367
Arbor Investment Advisors
North Carolina
$261K -$29.2K -428 -9%
OWP
368
Obermeyer Wealth Partners
Colorado
$259K
SEIA
369
Signature Estate & Investment Advisors
California
$257K -$17.7K -260 -6%
SB
370
Strategic Blueprint
Georgia
$252K -$5.05K -74 -2%
FPCP
371
Fort Point Capital Partners
California
$251K
Fidelity Investments
372
Fidelity Investments
Massachusetts
$246K -$227K -3,323 -46%
SEA
373
Stegent Equity Advisors
Texas
$243K
GC
374
Grimes & Company
Massachusetts
$240K -$653K -9,563 -71%
FWM
375
Fingerlakes Wealth Management
New York
$240K +$43.2K +633 +20%