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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
376
Grimes & Company
Massachusetts
$240K -$653K -9,563 -71%
FWM
377
Fingerlakes Wealth Management
New York
$240K +$43.2K +633 +20%
Citigroup
378
Citigroup
New York
$238K -$22K -323 -8%
OBWP
379
O'Brien Wealth Partners
Massachusetts
$237K -$6.66M -97,594 -96%
EPP
380
ETF Portfolio Partners
Kansas
$237K +$751 +11 +0.3%
CA
381
Cetera Advisors
Colorado
$237K +$39.4K +577 +18%
HWM
382
Horizons Wealth Management
North Carolina
$235K +$243K +3,562 New
PFA
383
Pathway Financial Advisors
Vermont
$234K -$16.6K -243 -6%
WWA
384
WCG Wealth Advisors
Nevada
$232K +$253K +3,702 New
WF
385
Warner Financial
Maryland
$231K +$62.4K +914 +33%
IAN
386
Integrated Advisors Network
Texas
$231K +$251K +3,676 New
UL
387
Unionview LLC
Washington
$227K +$247K +3,615 New
TFCP
388
Twin Focus Capital Partners
Massachusetts
$226K – – –
MAA
389
Matrix Asset Advisors
New York
$226K +$34.8K +510 +17%
AC
390
AlphaCore Capital
California
$224K +$341 +5 +0.1%
WC
391
Weil Company
California
$223K +$243K +3,556 New
SOAG
392
Silver Oak Advisory Group
Oregon
$219K – – –
SWM
393
Spire Wealth Management
Virginia
$217K -$228K -3,335 -49%
HFA
394
High Falls Advisors
New York
$211K +$16.1K +236 +8%
PIA
395
Perennial Investment Advisors
California
$210K +$2.94K +43 +1%
CWM
396
Cherrydale Wealth Management
New Jersey
$210K +$229K +3,350 New
BCI
397
Brinker Capital Investments
Pennsylvania
$208K -$437K -6,402 -66%
FWI
398
Facet Wealth Inc
Maryland
$202K +$220K +3,224 New
KWM
399
Kingsview Wealth Management
Oregon
$201K -$19.2K -281 -8%
UAS
400
United Asset Strategies
New York
$200K +$8.46K +124 +4%