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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
Gould Asset Management
California
$1.14M +$300K +4,570 +36%
RWM
27
Raffa Wealth Management
District of Columbia
$1.13M
CAN
28
Cetera Advisor Networks
California
$1.03M +$1.02M +15,598 New
MM
29
Main Management
California
$968K +$195K +2,964 +25%
SFSG
30
Stearns Financial Services Group
North Carolina
$941K +$933K +14,211 New
PAS
31
Park Avenue Securities
New York
$871K +$49.9K +760 +6%
CTA
32
Chesley Taft & Associates
Illinois
$871K +$864K +13,150 New
BAAM
33
Baker Avenue Asset Management
California
$806K +$7.22K +110 +0.9%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$752K +$746K +11,354 New
NAM
35
North American Management
Massachusetts
$662K +$656K +9,990 New
FANJ
36
Financial Architects (New Jersey)
New Jersey
$634K +$49.8K +759 +9%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$592K +$62.6K +953 +12%
ECM
38
ETrade Capital Management
Virginia
$578K +$239K +3,637 +71%
TCOV
39
Trust Company of Vermont
Vermont
$535K +$111K +1,690 +26%
MWM
40
Mission Wealth Management
California
$530K
CWM
41
Connecticut Wealth Management
Connecticut
$513K +$258K +3,933 +104%
RC
42
RegentAtlantic Capital
New Jersey
$461K +$120K +1,823 +36%
SCA
43
Snowden Capital Advisors
New York
$452K -$21.8K -332 -5%
WF
44
WealthTrust Fairport
Ohio
$440K +$225K +3,433 +107%
ASN
45
Advisory Services Network
Georgia
$435K -$28.8K -438 -6%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$403K +$91.4K +1,392 +30%
WT
47
Whittier Trust
California
$397K
SAS
48
Sage Advisory Services
Texas
$347K -$17.9K -273 -5%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$337K +$248K +3,781 +288%
Deutsche Bank
50
Deutsche Bank
Germany
$331K +$328K +5,000 New