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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
101
Stearns Financial Services Group
North Carolina
$584K -$235K -3,740 -25%
CTA
102
Chesley Taft & Associates
Illinois
$581K
BAAM
103
Baker Avenue Asset Management
California
$569K -$115K -1,834 -15%
WP
104
WealthSource Partners
California
$564K +$327K +5,194 +96%
MM
105
Main Management
California
$560K +$33.3K +529 +5%
SCA
106
Snowden Capital Advisors
New York
$560K -$164K -2,611 -20%
CWM
107
Cranbrook Wealth Management
Michigan
$555K +$330K +5,245 +101%
KP
108
Keel Point
Alabama
$543K +$643K +10,215 New
GTAM
109
Global Trust Asset Management
Florida
$537K -$164K -2,610 -21%
PI
110
PFS Investments
Georgia
$511K +$389K +6,180 +180%
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$508K -$177K -2,814 -23%
SDWMA
112
Schneider Downs Wealth Management Advisors
Pennsylvania
$502K +$594K +9,443 New
LNC
113
Lincoln National Corp
Pennsylvania
$493K +$173K +2,749 +42%
SC
114
Savant Capital
Illinois
$481K +$569K +9,046 New
RW
115
REDW Wealth
New Mexico
$465K +$550K +8,743 New
VC
116
Vicus Capital
Pennsylvania
$458K +$118K +1,878 +28%
HWA
117
Hilltop Wealth Advisors
North Carolina
$453K +$277K +4,406 +107%
MWA
118
MFA Wealth Advisors
Pennsylvania
$406K +$481K +7,638 New
BSW
119
Buckingham Strategic Wealth
Missouri
$400K +$474K +7,526 New
SAS
120
Sage Advisory Services
Texas
$394K
GC
121
Garde Capital
Washington
$390K -$1.52M -24,185 -77%
WIP
122
Wellesley Investment Partners
Massachusetts
$390K -$2.01K -32 -0.4%
CIBC Asset Management
123
CIBC Asset Management
Ontario, Canada
$381K
PA
124
Parkside Advisors
California
$378K +$201K +3,195 +82%
DWT
125
Dorsey & Whitney Trust
South Dakota
$377K +$113K +1,800 +34%