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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
$12.4M +$4.82M +76,853 +53%
LSAG
52
Lake Street Advisors Group
New Hampshire
$12.3M +$1.83M +29,136 +15%
PCIG
53
Partners Capital Investment Group
Massachusetts
$12.3M -$301K -4,807 -2%
I
54
IMPACTfolio
Colorado
$12.2M -$3.49M -55,653 -20%
EWM
55
Empirical Wealth Management
Washington
$11.8M +$3.47M +55,320 +36%
FC
56
Fulcrum Capital
Washington
$11.8M +$13.1M +209,525 New
TAIM
57
TD Ameritrade Investment Management
Nebraska
$11M +$528K +8,421 +5%
KAS
58
Kestra Advisory Services
Texas
$10.5M -$607K -9,691 -5%
HighTower Advisors
59
HighTower Advisors
Illinois
$10.4M +$565K +9,012 +5%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$9.81M +$1.33M +21,178 +14%
PFM
61
Parsec Financial Management
North Carolina
$9.6M +$412K +6,577 +4%
FNWM
62
Financial Network Wealth Management
Utah
$9.32M +$839K +13,384 +9%
WCM
63
Windsor Capital Management
Arizona
$8.28M +$606K +9,663 +7%
AA
64
Alesco Advisors
New York
$8.21M +$87.8K +1,400 +1%
PAS
65
Park Avenue Securities
New York
$8.09M +$672K +10,712 +8%
SWA
66
SOA Wealth Advisors
New York
$7.57M +$345K +5,501 +4%
5L
67
55I LLC
Massachusetts
$6.7M +$223K +3,556 +3%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$6.45M -$548K -8,744 -7%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$6.36M +$1.04M +16,581 +17%
GC
70
Garde Capital
Washington
$6.25M +$965K +15,399 +16%
LWP
71
Laurel Wealth Planning
Minnesota
$6.04M +$272K +4,335 +4%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$5.83M +$785K +12,518 +14%
BDFN
73
Bond & Devick Financial Network
Minnesota
$5.8M +$432K +6,898 +7%
REMPR
74
Roof Eidam Maycock Peralta (REMP)
California
$5.78M +$17.9K +286 +0.3%
HIF
75
Hill Island Financial
Michigan
$5.39M +$133K +2,116 +2%