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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
426
Callan Family Office
Pennsylvania
$274K +$262K +3,423 New
VHAM
427
Van Hulzen Asset Management
California
$272K -$59.8K -781 -19%
MWP
428
Moller Wealth Partners
$263K +$843 +11 +0.3%
MOS
429
MGO One Seven
Ohio
$262K
T
430
TCWP
Ohio
$262K
BFM
431
Boston Financial Management
Massachusetts
$262K -$24.1K -315 -9%
TPCW
432
TD Private Client Wealth
New York
$261K -$213K -2,785 -46%
PWM
433
Perigon Wealth Management
California
$259K -$15.5K -202 -6%
FC
434
Forte Capital
New York
$258K
PWM
435
Paulson Wealth Management
Illinois
$257K +$246K +3,210 New
CA
436
Continuum Advisory
Idaho
$256K +$244K +3,185 New
GRP
437
Global Retirement Partners
California
$256K +$23K +300 +10%
TFO
438
Tarbox Family Office
California
$255K -$10.2K -133 -4%
SIAM
439
Sterling Investment Advisors (Missouri)
Missouri
$253K -$1.3K -17 -0.5%
KPWS
440
Kestra Private Wealth Services
Texas
$249K -$71.9K -938 -23%
LPAM
441
Lodestar Private Asset Management
California
$248K
XF
442
XML Financial
Maryland
$248K
HWM
443
Horizons Wealth Management
North Carolina
$243K
BBA
444
BLB&B Advisors
Pennsylvania
$243K -$3.45K -45 -1%
TSS
445
Two Sigma Securities
New York
$241K +$231K +3,014 New
ACA
446
Atlas Capital Advisors
Wyoming
$239K
EWS
447
Evergreen Wealth Solutions
Pennsylvania
$238K -$31.3K -408 -12%
HWMA
448
Heritage Wealth Management (Arizona)
Arizona
$237K +$3.06K +40 +1%
Massachusetts Financial Services
449
Massachusetts Financial Services
Massachusetts
$231K -$305K -3,982 -58%
MAWA
450
Moss Adams Wealth Advisors
Washington
$227K -$747K -9,757 -77%