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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
26
Sage Advisory Services
Texas
$329K -$82.2K -1,196 -20%
NSIM
27
North Star Investment Management
Illinois
$323K +$330K +4,805 New
BCI
28
Brinker Capital Investments
Pennsylvania
$283K +$688 +10 +0.2%
V
29
Veritable
Delaware
$247K
SFS
30
Sowell Financial Services
Arkansas
$245K +$248K +3,602 New
Ameriprise
31
Ameriprise
Minnesota
$226K +$231K +3,356 New
CJA
32
C-J Advisory
California
$209K +$216K +3,142 New
WT
33
Whittier Trust
California
$202K +$206K +3,000 New
CWM
34
Cabot Wealth Management
Massachusetts
$200K
CA
35
Cornerstone Advisory
Maryland
$200K +$204K +2,970 New
SIAP
36
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$197K
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$173K +$108K +1,566 +157%
WTC
38
WhitTier Trust Company
Nevada
$166K +$149K +2,160 +720%
AG
39
Advisor Group
Arizona
$159K +$15.4K +224 +10%
ASN
40
Advisory Services Network
Georgia
$132K +$134K +1,955 New
FHA
41
First Horizon Advisors
Tennessee
$125K +$127K +1,842 New
WF
42
WealthTrust Fairport
Ohio
$112K +$115K +1,666 New
GWM
43
Geneos Wealth Management
Colorado
$110K +$4.13K +60 +4%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$81K
LFA
45
Legacy Financial Advisors
Kentucky
$76K +$3.23K +47 +4%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$57K -$28.8K -419 -33%
FEG
47
Financial Enhancement Group
Indiana
$55K +$55.8K +811 New
SCA
48
Stuart Chaussee & Associates
California
$52K
IFAM
49
Institutional & Family Asset Management
Colorado
$52K +$53.1K +772 New
TFS
50
TrustCore Financial Services
Tennessee
$36K +$5.5K +80 +17%