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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
501
BridgePort Financial Solutions
Iowa
$348K +$3.25K +32 +1%
AFTS
502
American Financial & Tax Strategies
New York
$346K +$1.52K +15 +0.4%
MFC
503
Morris Financial Concepts
South Carolina
$343K +$19.2K +189 +6%
MSWA
504
Marshall & Sterling Wealth Advisors
New York
$342K +$82.1K +808 +32%
SCA
505
Snowden Capital Advisors
New York
$340K -$41.3K -407 -11%
PI
506
PFG Investments
New York
$337K +$13.9K +137 +4%
SWP
507
Sagespring Wealth Partners
Tennessee
$336K -$122K -1,204 -27%
SFG
508
Shum Financial Group
California
$331K +$5.08K +50 +2%
MWM
509
MOR Wealth Management
Pennsylvania
$331K – – –
RA
510
RFG Advisory
Alabama
$328K -$148K -1,461 -31%
KWM
511
Kingsview Wealth Management
Oregon
$328K +$17.5K +172 +6%
CCFCSB
512
Cape Cod Five Cents Savings Bank
Massachusetts
$326K +$323K +3,175 New
PA
513
PW Advisors
Florida
$325K +$31.5K +310 +11%
NAM
514
NorthCrest Asset Manangement
Minnesota
$325K +$83K +817 +35%
APG
515
Abacus Planning Group
South Carolina
$324K +$3.96K +39 +1%
APP
516
Avantax Planning Partners
Iowa
$323K – – –
NFG
517
Nadler Financial Group
Illinois
$322K +$25.4K +250 +9%
RWM
518
Ritholtz Wealth Management
New York
$322K +$318K +3,127 New
WMN
519
Wealth Management Nebraska
Nebraska
$320K – – –
CFO
520
Callan Family Office
Pennsylvania
$319K – – –
MGP
521
Metis Global Partners
California
$319K -$587K -5,775 -65%
FHB
522
First Hawaiian Bank
Hawaii
$317K -$711 -7 -0.2%
LNWTC
523
Laird Norton Wetherby Trust Company
Washington
$317K +$1.22K +12 +0.4%
JMNC
524
J. Mark Nickell & Co
Tennessee
$316K -$62.6K -616 -17%
Lido Advisors
525
Lido Advisors
California
$316K -$3.35K -33 -1%