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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
76
Institutional & Family Asset Management
Colorado
$250K +$117K +1,923 +79%
PP
77
PDS Planning
Ohio
$232K +$58.2K +958 +31%
SGAM
78
Steinberg Global Asset Management
Florida
$228K +$242K +3,975 New
FWCM
79
Ferguson Wellman Capital Management
Oregon
$223K +$236K +3,889 New
KeyBank National Association
80
KeyBank National Association
Ohio
$213K +$226K +3,714 New
FHA
81
Flagship Harbor Advisors
Massachusetts
$207K +$6.38K +105 +3%
HighTower Advisors
82
HighTower Advisors
Illinois
$207K +$219K +3,596 New
BTNA
83
Bremer Trust National Association
Minnesota
$191K +$5.04K +83 +3%
GRP
84
Global Retirement Partners
California
$181K +$192K +3,160 New
SIAP
85
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$167K
SEIA
86
Signature Estate & Investment Advisors
California
$157K +$167K +2,742 New
MWM
87
Mascoma Wealth Management
New Hampshire
$118K +$13.4K +221 +12%
ADL
88
Asset Dedication LLC
California
$113K +$22.3K +367 +23%
GWM
89
Geneos Wealth Management
Colorado
$107K -$304 -5 -0.3%
FHA
90
First Horizon Advisors
Tennessee
$106K +$122 +2 +0.1%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$77K +$23.6K +389 +41%
PAI
92
Pittenger & Anderson Inc
Nebraska
$76K +$40.8K +672 +103%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$69K
LFA
94
Legacy Financial Advisors
Kentucky
$67K +$1.09K +18 +2%
TFS
95
TrustCore Financial Services
Tennessee
$56K +$3.95K +65 +7%
WTC
96
WhitTier Trust Company
Nevada
$47K -$90.1K -1,483 -64%
WAM
97
Watermark Asset Management
California
$42K +$30.5K +502 +223%
AF
98
Advisornet Financial
Minnesota
$40K +$24.1K +397 +134%
BBA
99
Braun-Bostich & Associates
Pennsylvania
$33K
LFG
100
LifePlan Financial Group
Ohio
$31K +$32.5K +535 New