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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
451
WhitTier Trust Company
Nevada
$141K
AF
452
Allworth Financial
California
$140K -$15K -239 -10%
CFD
453
Creative Financial Designs
Indiana
$127K
CFGS
454
Concourse Financial Group Securities
Alabama
$124K +$118K +1,883 New
CS
455
Comerica Securities
Michigan
$122K +$117K +1,861 New
BC
456
Bartlett & Co
Ohio
$120K -$513K -8,170 -82%
BCWM
457
Bartlett & Co Wealth Management
Ohio
$120K -$513K -8,170 -82%
PIMG
458
Patriot Investment Management Group
Tennessee
$118K +$104K +1,651 New
S
459
SignatureFD
Georgia
$110K -$1.57K -25 -1%
FCA
460
FinTrust Capital Advisors
South Carolina
$103K
LOIP
461
Live Oak Investment Partners
Texas
$98.9K
KHC
462
Koesten Hirschmann & Crabtree
Kansas
$97.3K +$92.9K +1,480 New
TCOV
463
Trust Company of Vermont
Vermont
$91.8K +$9.36K +149 +12%
CT
464
Caldwell Trust
Florida
$87.5K +$4.52K +72 +6%
CA
465
Clearstead Advisors
Ohio
$87.3K -$312K -4,966 -79%
Bank of Montreal
466
Bank of Montreal
Ontario, Canada
$86.9K -$33.3K -530 -29%
NSIM
467
North Star Investment Management
Illinois
$82.1K +$126 +2 +0.2%
LFA
468
LGT Financial Advisors
Texas
$81K +$77.4K +1,232 New
GM
469
GeoWealth Management
Illinois
$80K +$77.4K +1,232 New
Qube Research & Technologies (QRT)
470
Qube Research & Technologies (QRT)
United Kingdom
$78.8K +$75.2K +1,198 New
GC
471
Gould Capital
Washington
$78.7K +$3.27K +52 +5%
SWM
472
Sugarloaf Wealth Management
Georgia
$77.7K
SWM
473
Spire Wealth Management
Virginia
$76K -$26.7K -425 -27%
AWM
474
AllSquare Wealth Management
New York
$72.1K
TC
475
Trust Company
Kansas
$71K -$440 -7 -0.6%