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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDCP
476
Foster Dykema Cabot & Partners
Massachusetts
$246K – – –
FFA
477
Founders Financial Alliance
North Carolina
$245K – – –
TCOV
478
Trust Company of Vermont
Vermont
$243K – – –
CAM
479
Clarity Asset Management
Iowa
$243K +$3.67K +43 +2%
NW
480
NewEdge Wealth
Pennsylvania
$241K +$256 +3 +0.1%
AF
481
Advisornet Financial
Minnesota
$240K +$9.12K +107 +4%
VFP
482
Vested Financial Planning
California
$239K – – –
CFA
483
CWS Financial Advisors
Michigan
$238K +$3.92K +46 +2%
AWA
484
ARQ Wealth Advisors
Arizona
$238K – – –
RA
485
RFG Advisory
Alabama
$236K +$225K +2,641 New
SFGP
486
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$234K – – –
ACM
487
Ascent Capital Management
Oregon
$232K +$2.64K +31 +1%
WF
488
Welch & Forbes
Massachusetts
$232K +$13K +152 +6%
Neuberger Berman Group
489
Neuberger Berman Group
New York
$231K +$221K +2,590 New
BB
490
Busey Bank
Illinois
$228K +$218K +2,560 New
PFA
491
Pathway Financial Advisors
Vermont
$227K – – –
BFS
492
BridgePort Financial Solutions
Iowa
$227K +$217K +2,546 New
AWS
493
Atria Wealth Solutions
New York
$226K -$22.3K -261 -9%
SCA
494
Snowden Capital Advisors
New York
$225K +$215K +2,527 New
JF
495
JSF Financial
California
$223K -$274K -3,217 -56%
AA
496
Auxano Advisors
Washington
$221K – – –
FC
497
Financial Council
Maryland
$218K -$938 -11 -0.4%
UB
498
Umpqua Bank
Oregon
$216K +$208K +2,434 New
PI
499
PFG Investments
New York
$216K -$87.6K -1,027 -30%
PFW
500
Petros Family Wealth
Minnesota
$215K +$205K +2,408 New