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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
526
DWR Wealth Management
California
$263K +$260K +2,757 New
JF
527
JSF Financial
California
$263K -$8.96K -95 -3%
SIAM
528
Sterling Investment Advisors (Missouri)
Missouri
$263K +$8.29K +88 +3%
NW
529
NewEdge Wealth
Pennsylvania
$262K +$6.03K +64 +2%
WA
530
WBH Advisory
Maryland
$262K -$11K -117 -4%
FFA
531
Founders Financial Alliance
North Carolina
$261K – – –
VFP
532
Vested Financial Planning
California
$260K – – –
CFA
533
CWS Financial Advisors
Michigan
$259K +$5.09K +54 +2%
TCOV
534
Trust Company of Vermont
Vermont
$258K +$848 +9 +0.3%
SFA
535
Spectrum Financial Alliance
Kentucky
$257K +$255K +2,700 New
S
536
Sachetta
Massachusetts
$256K -$15.3K -162 -6%
NI
537
Natural Investments
California
$256K +$254K +2,694 New
OWCM
538
One Wealth Capital Management
Arizona
$256K -$56.5K -599 -18%
AWC
539
Abundance Wealth Counselors
Pennsylvania
$250K +$248K +2,630 New
CFFNO
540
Common Fund For Nonprofit Organizations
Connecticut
$250K +$248K +2,627 New
SP
541
SmartHarvest Portfolios
Washington
$247K +$245K +2,601 New
SFGP
542
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$247K -$2.45K -26 -1%
DWM
543
Diversify Wealth Management
Utah
$247K +$237K +2,518 New
BB
544
Busey Bank
Illinois
$243K – – –
LIA
545
LifePlan Investment Advisors
North Carolina
$243K +$20.4K +216 +9%
FTWA
546
Fifth Third Wealth Advisors
Ohio
$242K +$37K +393 +18%
WF
547
Welch & Forbes
Massachusetts
$241K -$6.32K -67 -3%
WP
548
WealthSpring Partners
California
$240K +$238K +2,528 New
Neuberger Berman Group
549
Neuberger Berman Group
New York
$240K +$1.98K +21 +0.8%
BWA
550
Basecamp Wealth Advisors
Washington
$239K +$237K +2,513 New