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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$263K +$255K +3,995 +6,658%
HA
102
Harborview Advisors
Maine
$252K +$250K +3,913 New
WLIM
103
White Lighthouse Investment Management
Massachusetts
$250K +$248K +3,890 New
AWS
104
AJ Wealth Strategies
New York
$249K +$32.8K +513 +15%
FHA
105
Flagship Harbor Advisors
Massachusetts
$236K -$6.38K -100 -3%
Citadel Advisors
106
Citadel Advisors
Florida
$235K -$14.6M -229,179 -98%
AC
107
Arjuna Capital
North Carolina
$230K -$34.9K -547 -13%
KLI
108
Kelman-Lazarov Inc
Tennessee
$230K -$12.3K -193 -5%
EIG
109
Ellenbecker Investment Group
Wisconsin
$229K +$227K +3,559 New
AIFS
110
A&I Financial Services
Colorado
$214K +$212K +3,321 New
BTS
111
BB&T Securities
Virginia
$213K +$212K +3,325 New
BBNA
112
Bremer Bank National Association
Minnesota
$206K -$8.04K -126 -4%
Brown Advisory
113
Brown Advisory
Maryland
$206K – – –
SIAP
114
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$188K – – –
PAI
115
Pittenger & Anderson Inc
Nebraska
$172K – – –
MWM
116
Mascoma Wealth Management
New Hampshire
$168K +$35.3K +553 +27%
Citigroup
117
Citigroup
New York
$160K -$3.19K -50 -2%
ADL
118
Asset Dedication LLC
California
$140K +$4.02K +63 +3%
FHA
119
First Horizon Advisors
Tennessee
$130K +$511 +8 +0.4%
GWM
120
Geneos Wealth Management
Colorado
$111K – – –
TFS
121
TrustCore Financial Services
Tennessee
$99K +$35K +548 +56%
AWM
122
AllSquare Wealth Management
New York
$98K – – –
LFG
123
LifePlan Financial Group
Ohio
$91K – – –
SPIA
124
Steward Partners Investment Advisory
New York
$76K +$76.4K +1,197 New
OIA
125
OneDigital Investment Advisors
Kansas
$74K +$16.1K +252 +28%