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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
501
Callan Family Office
Pennsylvania
$290K -$3.11K -33 -1%
MCCP
502
Mission Creek Capital Partners
California
$289K – – –
AF
503
Advisornet Financial
Minnesota
$289K +$19.9K +211 +7%
PA
504
PW Advisors
Florida
$288K +$285K +3,026 New
RIM
505
Rockbridge Investment Management
New York
$287K +$3.02K +32 +1%
PMFA
506
Plante Moran Financial Advisors
Michigan
$287K +$23K +244 +9%
VCP
507
Verus Capital Partners
Arizona
$285K +$2.26K +24 +0.8%
KFSC
508
Keystone Financial Services (Colorado)
Colorado
$284K +$281K +2,982 New
AI
509
Atria Investments
North Carolina
$282K -$11.7K -124 -4%
IRP
510
Investment Research Partners
Pennsylvania
$282K -$12.6K -134 -4%
NAS
511
NWF Advisory Services
California
$280K -$13.8K -146 -5%
TIM
512
Tortoise Investment Management
New York
$280K +$161K +1,705 +138%
TWA
513
Talisman Wealth Advisors
New Jersey
$279K +$39.4K +418 +17%
LSPW
514
Lake Street Private Wealth
Illinois
$278K +$6.5K +69 +2%
KPWS
515
Kestra Private Wealth Services
Texas
$278K +$21.6K +229 +8%
RRA
516
Round Rock Advisors
Connecticut
$277K – – –
AMG
517
APS Management Group
California
$276K +$3.21K +34 +1%
Renaissance Technologies
518
Renaissance Technologies
New York
$276K +$273K +2,900 New
AWA
519
ARQ Wealth Advisors
Arizona
$275K +$1.89K +20 +0.7%
S
520
SignatureFD
Georgia
$274K +$13.9K +147 +5%
CWA
521
Crusonia Wealth Advisors
Colorado
$274K +$271K +2,879 New
NFG
522
Nadler Financial Group
Illinois
$271K +$269K +2,855 New
CWM
523
Connecticut Wealth Management
Connecticut
$270K -$48.9K -519 -15%
SFG
524
Shum Financial Group
California
$270K +$38.9K +413 +17%
JWM
525
JGP Wealth Management
Oregon
$265K +$263K +2,792 New