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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Mission Wealth Management
California
$4.04M +$1.1M +19,086 +40%
CJA
52
C-J Advisory
California
$3.9M +$1.24M +21,647 +51%
Franklin Resources
53
Franklin Resources
California
$3.28M +$2.95M +51,336 New
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$3.11M -$147K -2,552 -5%
PGAM
55
Princeton Global Asset Management
New Jersey
$3.11M +$1.61M +28,008 +120%
PAS
56
Park Avenue Securities
New York
$2.78M +$644K +11,223 +32%
EWM
57
Empirical Wealth Management
Washington
$2.76M +$1.52M +26,523 +139%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$2.62M +$211K +3,681 +9%
SHGA
59
Sand Hill Global Advisors
California
$2.62M +$2.08M +36,197 +520%
Stifel Financial
60
Stifel Financial
Missouri
$2.61M +$338K +5,883 +16%
BWM
61
Baystate Wealth Management
Massachusetts
$2.6M +$85.9K +1,497 +4%
GCA
62
Greenwood Capital Associates
South Carolina
$2.52M +$318K +5,534 +15%
BWP
63
BSW Wealth Partners
Colorado
$2.49M -$54.5K -949 -2%
HighTower Advisors
64
HighTower Advisors
Illinois
$2.44M +$394K +6,868 +21%
RJA
65
Raymond James & Associates
Florida
$2.27M -$151K -2,630 -7%
BWM
66
BigSur Wealth Management
Florida
$2.12M +$1.15M +20,000 +133%
OBWP
67
O'Brien Wealth Partners
Massachusetts
$1.84M +$586K +10,210 +52%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$1.8M +$372K +6,481 +28%
Citadel Advisors
69
Citadel Advisors
Florida
$1.76M -$8.27M -143,978 -83%
FA
70
Financial Advisors
Massachusetts
$1.75M -$164K -2,849 -9%
SPIA
71
Steward Partners Investment Advisory
New York
$1.73M +$298K +5,199 +22%
AIA
72
Ally Invest Advisors
North Carolina
$1.66M +$427K +7,443 +37%
LGWM
73
Litman Gregory Wealth Management
California
$1.51M +$107K +1,868 +8%
FA
74
Fiducient Advisors
Illinois
$1.5M +$13.4K +233 +1%
SWM
75
SVA Wealth Management
Wisconsin
$1.43M +$20.6K +359 +2%