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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
476
Creative Financial Designs
Indiana
$122K -$28.2K -386 -19%
CA
477
Clearstead Advisors
Ohio
$122K -$8.24K -113 -6%
LOIP
478
Live Oak Investment Partners
Texas
$110K
KHC
479
Koesten Hirschmann & Crabtree
Kansas
$108K
FCA
480
FinTrust Capital Advisors
South Carolina
$103K
BWL
481
Bogart Wealth LLC
Virginia
$100K -$9.26K -127 -8%
SWM
482
Sugarloaf Wealth Management
Georgia
$98.5K
BCM
483
Bourgeon Capital Management
Connecticut
$95.5K +$23K +315 +32%
NSIM
484
North Star Investment Management
Illinois
$91.6K +$657 +9 +0.7%
TCOV
485
Trust Company of Vermont
Vermont
$89.3K -$15.7K -215 -15%
CAS
486
Coppell Advisory Solutions
Texas
$89.3K +$90.5K +1,240 New
FCAG
487
First Capital Advisors Group
New Jersey
$89.2K +$89.2K +1,223 New
GC
488
Gould Capital
Washington
$88.9K
OSAM
489
O'Shaughnessy Asset Management
Connecticut
$87.3K +$26.3K +361 +43%
GM
490
GeoWealth Management
Illinois
$84K +$3.14K +43 +4%
AWM
491
AllSquare Wealth Management
New York
$78.6K
LWCFA
492
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72.4K +$72.4K +993 New
DWMG
493
DB Wealth Management Group
California
$69.3K
Bank of Montreal
494
Bank of Montreal
Ontario, Canada
$67.6K +$18.4K +252 +38%
LFA
495
LGT Financial Advisors
Texas
$67.5K +$67.5K +926 New
IWP
496
IAG Wealth Partners
Wisconsin
$65.2K
TC
497
Trust Company
Kansas
$65.1K -$7.88K -108 -11%
KFI
498
Key Financial Inc
Pennsylvania
$62.6K +$5.98K +82 +11%
AA
499
Ancora Advisors
Ohio
$51.6K -$1.17K -16 -2%
BNP Paribas Financial Markets
500
BNP Paribas Financial Markets
France
$51.3K -$3.28K -45 -6%