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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
376
Western Wealth Management
Colorado
$233K -$60.1K -958 -19%
SEIA
377
Signature Estate & Investment Advisors
California
$233K +$3.26K +52 +1%
PP
378
PDS Planning
Ohio
$231K -$34.5K -551 -12%
OWP
379
Obermeyer Wealth Partners
Colorado
$231K – – –
YIH
380
Y-Intercept (HK)
Hong Kong
$230K +$257K +4,102 New
UL
381
Unionview LLC
Washington
$228K +$28.1K +448 +12%
FPCP
382
Fort Point Capital Partners
California
$225K – – –
FFA
383
First Foundation Advisors
California
$222K +$248K +3,951 New
EPP
384
ETF Portfolio Partners
Kansas
$220K +$8.15K +130 +3%
MPW
385
MA Private Wealth
California
$220K +$237K +3,785 New
WF
386
Warner Financial
Maryland
$219K +$14.2K +227 +6%
CA
387
CoreCap Advisors
Michigan
$210K +$63K +1,005 +37%
CA
388
Cetera Advisors
Colorado
$209K -$3.82K -61 -2%
MYIA
389
Mount Yale Investment Advisors
Colorado
$208K +$232K +3,700 New
LW
390
Libra Wealth
California
$205K -$1.34M -21,401 -85%
P
391
Palladiem
Pennsylvania
$205K +$229K +3,659 New
UAS
392
United Asset Strategies
New York
$203K +$26.7K +426 +13%
MAA
393
Matrix Asset Advisors
New York
$202K – – –
TFCP
394
Twin Focus Capital Partners
Massachusetts
$202K – – –
BTWM
395
Baker Tilly Wealth Management
Wisconsin
$202K +$226K +3,604 New
AC
396
AlphaCore Capital
California
$201K – – –
HWM
397
Horizons Wealth Management
North Carolina
$199K -$627 -10 -0.3%
Citigroup
398
Citigroup
New York
$185K -$31.4K -501 -13%
MFA
399
Morling Financial Advisors
California
$178K +$15.1K +241 +8%
MFA
400
Mayflower Financial Advisors
Massachusetts
$177K +$130K +2,078 +16%