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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Paracle Advisors
Washington
$558K +$238K +4,140 +82%
RW
127
REDW Wealth
New Mexico
$544K +$13.2K +230 +3%
IWC
128
Integrated Wealth Concepts
Massachusetts
$506K +$479K +8,348 New
SIC
129
Sigma Investment Counselors
Michigan
$506K +$480K +8,360 New
MWA
130
MFA Wealth Advisors
Pennsylvania
$505K +$39.9K +695 +9%
WIP
131
Wellesley Investment Partners
Massachusetts
$500K +$52.3K +911 +12%
HWA
132
Hilltop Wealth Advisors
North Carolina
$489K -$25.8K -450 -5%
JMPWA
133
JP Morgan Private Wealth Advisors
California
$453K +$430K +7,481 New
IFAM
134
Institutional & Family Asset Management
Colorado
$443K +$44.2K +770 +12%
VHAM
135
Van Hulzen Asset Management
California
$439K +$110K +1,917 +36%
CIBC Asset Management
136
CIBC Asset Management
Ontario, Canada
$434K
Bank Julius Baer & Co
137
Bank Julius Baer & Co
Switzerland
$431K -$294K -5,126 -42%
TC
138
Trilogy Capital
California
$424K +$382K +6,661 New
CGL
139
Clarius Group LLC
Washington
$421K +$399K +6,952 New
WR
140
Watson Rebecca
$412K +$7.52K +131 +2%
VC
141
Vicus Capital
Pennsylvania
$410K -$107K -1,858 -22%
RJT
142
Raymond James Trust
Florida
$410K +$3.73K +65 +1%
EFSCE
143
Enterprise Financial Services Corp (EFSC)
Missouri
$409K +$39.3K +684 +11%
COF
144
Capital One Financial
Virginia
$399K
QCM
145
Quest Capital Management
Texas
$399K +$1.21K +21 +0.3%
PAS
146
Partnervest Advisory Services
California
$394K +$2.01K +35 +0.5%
OPS
147
Orion Portfolio Solutions
Nebraska
$392K +$346K +6,024 +1,354%
PWM
148
Perigon Wealth Management
California
$389K +$369K +6,425 New
FWCM
149
Ferguson Wellman Capital Management
Oregon
$388K +$2.01K +35 +0.6%
SWP
150
Stratos Wealth Partners
Ohio
$386K +$38.3K +667 +12%