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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$6.19M +$1.1M +13,730 +21%
Stifel Financial
77
Stifel Financial
Missouri
$5.96M +$789K +9,824 +15%
OBWP
78
O'Brien Wealth Partners
Massachusetts
$5.87M +$672K +8,374 +13%
BHB
79
Bank Hapoalim BM
Israel
$5.8M
WI
80
WrapManager Inc
California
$5.72M -$232K -2,884 -4%
CJA
81
C-J Advisory
California
$5.62M +$482 +6 +0%
PG
82
Prostatis Group
Maryland
$5.04M +$814K +10,138 +19%
LWP
83
Laurel Wealth Planning
Minnesota
$4.87M +$747K +9,302 +18%
SHGA
84
Sand Hill Global Advisors
California
$4.76M +$123K +1,535 +3%
WWP
85
Waypoint Wealth Partners
California
$4.74M -$43.4K -540 -0.9%
Franklin Resources
86
Franklin Resources
California
$4.62M -$56.4K -703 -1%
Citadel Advisors
87
Citadel Advisors
Florida
$4.61M +$4.73M +58,860 New
MWM
88
Merriman Wealth Management
Washington
$4.41M
SR
89
Swiss Re
Switzerland
$4.19M
JMPWA
90
JP Morgan Private Wealth Advisors
California
$4M +$2.84M +35,396 +225%
BWM
91
Baystate Wealth Management
Massachusetts
$3.96M -$645K -8,033 -14%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$3.73M +$3.82M +47,644 New
LGWM
93
Litman Gregory Wealth Management
California
$3.67M +$3.48M +43,390 +1,261%
MG
94
Mather Group
Illinois
$3.64M +$707K +8,805 +23%
CIAS
95
Capital Investment Advisory Services
North Carolina
$3.61M +$320K +3,980 +9%
RWM
96
Raffa Wealth Management
District of Columbia
$3.6M +$1.01M +12,622 +38%
FA
97
Financial Advisors
Massachusetts
$3.5M +$447K +5,567 +14%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$3.45M +$347K +4,323 +11%
TA
99
Tiedemann Advisors
New York
$3.4M -$202K -2,517 -5%
BWM
100
BigSur Wealth Management
Florida
$3.37M