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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
451
Morling Financial Advisors
California
$210K -$4.14K -59 -2%
NCM
452
Northland Capital Management
Minnesota
$205K +$200K +2,855 New
GVAG
453
Great Valley Advisor Group
Delaware
$203K -$62.4K -889 -24%
PWMA
454
Pension & Wealth Management Advisors
Massachusetts
$199K
TF
455
TimeScale Financial
Massachusetts
$196K -$217K -3,094 -53%
CSPIA
456
Cary Street Partners Investment Advisory
Virginia
$192K
CFGS
457
Concourse Financial Group Securities
Alabama
$191K +$54.3K +774 +41%
PC
458
Pecaut & Co
Iowa
$187K -$3.09K -44 -2%
GWM
459
Grand Wealth Management
Michigan
$187K
C
460
Covestor
United Kingdom
$159K -$11K -157 -7%
WTC
461
WhitTier Trust Company
Nevada
$154K -$491 -7 -0.3%
CFD
462
Creative Financial Designs
Indiana
$148K +$8.35K +119 +6%
GT
463
Glenmede Trust
Pennsylvania
$135K +$132K +1,886 New
BC
464
Bartlett & Co
Ohio
$131K
BCWM
465
Bartlett & Co Wealth Management
Ohio
$131K
CA
466
Clearstead Advisors
Ohio
$128K +$32K +456 +34%
Commonwealth Equity Services
467
Commonwealth Equity Services
Massachusetts
$117K -$2.77M -39,531 -2%
LOIP
468
Live Oak Investment Partners
Texas
$108K
BWL
469
Bogart Wealth LLC
Virginia
$108K +$82K +1,169 +352%
S
470
SignatureFD
Georgia
$107K -$12K -171 -10%
KHC
471
Koesten Hirschmann & Crabtree
Kansas
$106K
TCOV
472
Trust Company of Vermont
Vermont
$103K +$3.02K +43 +3%
FCA
473
FinTrust Capital Advisors
South Carolina
$103K
SWM
474
Sugarloaf Wealth Management
Georgia
$97.1K +$11.9K +169 +14%
CT
475
Caldwell Trust
Florida
$92.7K -$2.81K -40 -3%