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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$455K +$12.6K +206 +3%
SBL
77
Sargent Bickham Lagudis
Colorado
$429K
WIP
78
Wellesley Investment Partners
Massachusetts
$417K -$10.9K -178 -3%
FI
79
Financial Insights
Washington
$408K +$67.1K +1,093 +21%
IFAM
80
Institutional & Family Asset Management
Colorado
$407K +$128K +2,081 +48%
PAG
81
Private Advisor Group
New Jersey
$394K +$383K +6,235 New
LFASL
82
Lugano Financial Advisors SA (LFA)
Switzerland
$379K +$368K +6,000 New
EFSCE
83
Enterprise Financial Services Corp (EFSC)
Missouri
$372K +$361K +5,886 New
AI
84
Accredited Investors
Minnesota
$348K +$36.5K +595 +12%
RJT
85
Raymond James Trust
Florida
$342K +$40.1K +654 +14%
HHGA
86
Halbert Hargrove Global Advisors
California
$341K +$332K +5,403 New
CB
87
Community Bank
New York
$340K +$330K +5,375 New
FWCM
88
Ferguson Wellman Capital Management
Oregon
$335K +$87.1K +1,419 +36%
DWT
89
Dorsey & Whitney Trust
South Dakota
$335K +$325K +5,295 New
BCI
90
Brinker Capital Investments
Pennsylvania
$323K +$4.6K +75 +1%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$312K +$303K +4,936 New
TCOV
92
Trust Company of Vermont
Vermont
$309K -$64.5K -1,050 -18%
CG
93
Colony Group
Massachusetts
$283K +$274K +4,472 New
HighTower Advisors
94
HighTower Advisors
Illinois
$272K +$42.7K +696 +19%
BIA
95
Bigelow Investment Advisors
Maine
$270K +$263K +4,281 New
AC
96
Arjuna Capital
North Carolina
$260K +$253K +4,120 New
PP
97
PDS Planning
Ohio
$256K
UCFA
98
United Capital Financial Advisors
Texas
$249K +$242K +3,943 New
TFA
99
TPG Financial Advisors
Oregon
$243K +$233K +3,793 New
KLI
100
Kelman-Lazarov Inc
Tennessee
$238K -$39.2K -638 -14%