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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPP
376
Capasso Planning Partners
South Carolina
$586K -$46.2K -490 -7%
CASB
377
Cape Ann Savings Bank
Massachusetts
$585K +$580K +6,155 New
LW
378
Libra Wealth
California
$585K – – –
AFG
379
ABLE Financial Group
Arizona
$583K +$45.9K +487 +9%
WETS
380
Wealth Enhancement Trust Services
South Dakota
$580K +$575K +6,104 New
SRB
381
Shotwell Rutter Baer
Michigan
$576K -$283 -3 -0.1%
AWA
382
Aaron Wealth Advisors
Illinois
$576K -$6.88K -73 -1%
ACA
383
Affinity Capital Advisors
California
$575K +$943 +10 +0.2%
MAA
384
Matrix Asset Advisors
New York
$574K – – –
GDP
385
Great Diamond Partners
Maine
$573K -$45.7K -485 -7%
ABC
386
Associated Banc-Corp
Wisconsin
$573K +$33.5K +355 +6%
OMIC
387
Old Mission Investment Co
Michigan
$571K – – –
FHA
388
Flagship Harbor Advisors
Massachusetts
$567K +$25.6K +272 +5%
SIA
389
SkyView Investment Advisors
New Jersey
$565K – – –
BWL
390
Bogart Wealth LLC
Virginia
$560K -$12K -127 -2%
FIT
391
Financially in Tune
Massachusetts
$557K +$552K +5,860 New
Bank of Montreal
392
Bank of Montreal
Ontario, Canada
$555K -$15.6K -165 -3%
CAG
393
Crestwood Advisors Group
Massachusetts
$549K +$50.3K +534 +10%
GS
394
GTS Securities
Florida
$549K +$120K +1,269 +28%
WIA
395
World Investment Advisors
California
$546K -$5K -53 -0.9%
MWP
396
Moller Wealth Partners
$545K – – –
BFP
397
Beacon Financial Planning
Massachusetts
$543K +$9.99K +106 +2%
ATPW
398
Ashton Thomas Private Wealth
Arizona
$542K -$32.3K -343 -6%
BP
399
Ballentine Partners
Massachusetts
$535K – – –
ST
400
Sentinel Trust
Texas
$520K -$42.2K -448 -8%