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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
426
Obermeyer Wealth Partners
Colorado
$230K -$38.9K -620 -15%
SOAG
427
Silver Oak Advisory Group
Oregon
$229K +$219K +3,486 New
MW
428
Marcum Wealth
Ohio
$228K +$218K +3,467 New
MWP
429
Moller Wealth Partners
$227K +$217K +3,460 New
MAA
430
Matrix Asset Advisors
New York
$226K -$10K -160 -4%
DI
431
DDFG Inc
California
$224K +$214K +3,401 New
NHFG
432
New Harbor Financial Group
Massachusetts
$222K +$213K +3,384 New
LPAM
433
Lodestar Private Asset Management
California
$222K +$212K +3,375 New
HWM
434
Horizons Wealth Management
North Carolina
$218K -$15.7K -250 -7%
TFCP
435
Twin Focus Capital Partners
Massachusetts
$214K -$22K -350 -10%
PP
436
PrairieView Partners
Minnesota
$213K +$154K +2,454 +309%
AWC
437
Abundance Wealth Counselors
Pennsylvania
$213K +$203K +3,233 New
MBFW
438
Morton Brown Family Wealth
Pennsylvania
$213K -$78.7K -1,253 -28%
FC
439
Forte Capital
New York
$212K +$203K +3,231 New
CPIG
440
Chicago Partners Investment Group
Illinois
$210K +$185K +2,938 New
DWM
441
Destination Wealth Management
California
$207K +$198K +3,156 New
MFA
442
Mayflower Financial Advisors
Massachusetts
$205K
MFA
443
Morling Financial Advisors
California
$196K -$11.7K -186 -6%
GRP
444
Global Retirement Partners
California
$185K
PWMA
445
Pension & Wealth Management Advisors
Massachusetts
$182K +$174K +2,768 New
CSPIA
446
Cary Street Partners Investment Advisory
Virginia
$175K +$167K +2,666 New
PC
447
Pecaut & Co
Iowa
$174K +$7.1K +113 +4%
GWM
448
Grand Wealth Management
Michigan
$171K -$628 -10 -0.4%
Citigroup
449
Citigroup
New York
$159K -$54.6K -869 -26%
C
450
Covestor
United Kingdom
$156K -$3.64K -58 -2%