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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Continuum Advisory
Idaho
$289K +$17.6K +206 +7%
TFO
452
Tarbox Family Office
California
$281K – – –
APP
453
Avantax Planning Partners
Iowa
$281K -$2.22K -26 -0.8%
GRP
454
Global Retirement Partners
California
$278K +$266K +3,121 New
RW
455
Rede Wealth
Virginia
$277K – – –
WMN
456
Wealth Management Nebraska
Nebraska
$277K – – –
KWM
457
Kingsview Wealth Management
Oregon
$276K -$8.95K -105 -3%
MCCP
458
Mission Creek Capital Partners
California
$272K – – –
ATPW
459
Ashton Thomas Private Wealth
Arizona
$269K +$257K +3,018 New
CWS
460
Confluence Wealth Services
Pennsylvania
$269K +$16.2K +190 +7%
CIA
461
Concurrent Investment Advisors
Florida
$268K +$256K +3,005 New
Prudential Financial
462
Prudential Financial
New Jersey
$268K +$256K +3,000 New
PFGIA
463
Patriot Financial Group Insurance Agency
Massachusetts
$267K +$256K +2,997 New
CFO
464
Callan Family Office
Pennsylvania
$265K -$71.9K -843 -22%
PMFA
465
Plante Moran Financial Advisors
Michigan
$264K +$8.02K +94 +3%
VCP
466
Verus Capital Partners
Arizona
$264K -$682 -8 -0.3%
RRA
467
Round Rock Advisors
Connecticut
$261K +$24K +281 +11%
RIM
468
Rockbridge Investment Management
New York
$258K +$246K +2,888 New
S
469
SignatureFD
Georgia
$256K -$50.6K -594 -17%
GWSG
470
GPS Wealth Strategies Group
Colorado
$256K -$4.78K -56 -2%
AC
471
AlphaCore Capital
California
$256K -$311K -3,651 -56%
LSPW
472
Lake Street Private Wealth
Illinois
$255K +$9.21K +108 +4%
S
473
Sachetta
Massachusetts
$255K -$25.7K -301 -10%
QCM
474
Quantinno Capital Management
New York
$255K +$243K +2,853 New
EWA
475
Etesian Wealth Advisors
Oregon
$251K +$10.4K +122 +5%