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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Capital Advantage
California
$558K +$29.5K +326 +6%
Bank of Montreal
352
Bank of Montreal
Ontario, Canada
$558K +$62.7K +693 +13%
OMIC
353
Old Mission Investment Co
Michigan
$558K +$543K +6,000 New
DWA
354
Davis Wealth Advisors
New Hampshire
$557K +$164K +1,808 +43%
ML
355
McAdam LLC
Pennsylvania
$557K +$9.86K +109 +2%
DAS
356
Diversify Advisory Services
Utah
$555K +$24.7K +273 +5%
SIA
357
SkyView Investment Advisors
New Jersey
$553K -$3.62K -40 -0.7%
ST
358
Sentinel Trust
Texas
$551K -$13.7K -151 -2%
WIA
359
World Investment Advisors
California
$539K +$102K +1,127 +24%
SWM
360
SeaCrest Wealth Management
New York
$537K – – –
MWP
361
Moller Wealth Partners
$533K – – –
FHA
362
Flagship Harbor Advisors
Massachusetts
$529K +$37.1K +410 +8%
ABC
363
Associated Banc-Corp
Wisconsin
$527K -$3.89K -43 -0.8%
AFG
364
ABLE Financial Group
Arizona
$525K -$4.89K -54 -0.9%
BP
365
Ballentine Partners
Massachusetts
$523K – – –
BFP
366
Beacon Financial Planning
Massachusetts
$521K – – –
RFP
367
Root Financial Partners
California
$510K +$19.3K +213 +4%
FC
368
Fulcrum Capital
Washington
$508K -$10.1K -112 -2%
MIA
369
Milestone Investment Advisors
Wisconsin
$502K – – –
FRA
370
Frank Rimerman Advisors
California
$498K – – –
CTA
371
Chesley Taft & Associates
Illinois
$497K -$9.05K -100 -2%
TPCW
372
TD Private Client Wealth
New York
$495K +$130K +1,441 +37%
First Trust Advisors
373
First Trust Advisors
Illinois
$488K +$3.44K +38 +0.7%
CAG
374
Crestwood Advisors Group
Massachusetts
$488K +$4.71K +52 +1%
BBA
375
BLB&B Advisors
Pennsylvania
$483K -$4.07K -45 -0.9%