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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
401
Warner Financial
Maryland
$203K – – –
PC
402
Pecaut & Co
Iowa
$203K +$12.3K +163 +6%
RRA
403
Round Rock Advisors
Connecticut
$202K +$206K +2,741 New
TDWM
404
Topel & Distasi Wealth Management
California
$200K – – –
GRP
405
Global Retirement Partners
California
$196K +$214K +2,841 New
AF
406
Advisornet Financial
Minnesota
$184K +$86.8K +1,152 +86%
NSIM
407
North Star Investment Management
Illinois
$178K +$75 +1 +0%
C
408
Covestor
United Kingdom
$176K -$25.9K -344 -13%
AF
409
Allworth Financial
California
$175K – – –
GWM
410
Grand Wealth Management
Michigan
$166K – – –
WTC
411
WhitTier Trust Company
Nevada
$165K -$3.39K -45 -2%
SWM
412
Sugarloaf Wealth Management
Georgia
$155K – – –
CFD
413
Creative Financial Designs
Indiana
$152K -$130K -1,732 -46%
National Bank of Canada
414
National Bank of Canada
Quebec, Canada
$139K +$11.8K +157 +9%
EWA
415
EverSource Wealth Advisors
Alabama
$133K -$135K -1,795 -50%
ACA
416
Aptus Capital Advisors
Alabama
$131K -$25.2K -334 -16%
Bessemer Group
417
Bessemer Group
New Jersey
$130K +$115K +1,533 +669%
TWM
418
Tradition Wealth Management
Minnesota
$129K -$86K -1,142 -39%
FCA
419
FinTrust Capital Advisors
South Carolina
$127K – – –
BAM
420
Belpointe Asset Management
Nevada
$117K +$119K +1,582 New
SIAP
421
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$111K – – –
BONH
422
Bank of New Hampshire
New Hampshire
$102K +$104K +1,385 New
MA
423
MUFG Americas
New York
$100K +$15.1K +200 +17%
TRCT
424
Tower Research Capital (TRC)
New York
$100K +$97.1K +1,290 +2,081%
CCM
425
Cribstone Capital Management
Maine
$97K +$7.23K +96 +8%