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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
126
Equitable Holdings
New York
$573K +$253K +4,398 +87%
LNC
127
Lincoln National Corp
Pennsylvania
$568K +$5.4K +94 +1%
PA
128
Paracle Advisors
Washington
$558K +$238K +4,140 +82%
RW
129
REDW Wealth
New Mexico
$544K +$13.2K +230 +3%
IWC
130
Integrated Wealth Concepts
Massachusetts
$506K +$479K +8,348 New
SIC
131
Sigma Investment Counselors
Michigan
$506K +$480K +8,360 New
MWA
132
MFA Wealth Advisors
Pennsylvania
$505K +$39.9K +695 +9%
WIP
133
Wellesley Investment Partners
Massachusetts
$500K +$52.3K +911 +12%
HWA
134
Hilltop Wealth Advisors
North Carolina
$489K -$25.8K -450 -5%
JMPWA
135
JP Morgan Private Wealth Advisors
California
$453K +$430K +7,481 New
IFAM
136
Institutional & Family Asset Management
Colorado
$443K +$44.2K +770 +12%
VHAM
137
Van Hulzen Asset Management
California
$439K +$110K +1,917 +36%
CIBC Asset Management
138
CIBC Asset Management
Ontario, Canada
$434K – – –
Bank Julius Baer & Co
139
Bank Julius Baer & Co
Switzerland
$431K -$294K -5,126 -42%
TC
140
Trilogy Capital
California
$424K +$382K +6,661 New
CGL
141
Clarius Group LLC
Washington
$421K +$399K +6,952 New
WR
142
Watson Rebecca
$412K +$7.52K +131 +2%
VC
143
Vicus Capital
Pennsylvania
$410K -$107K -1,858 -22%
RJT
144
Raymond James Trust
Florida
$410K +$3.73K +65 +1%
EFSCE
145
Enterprise Financial Services Corp (EFSC)
Missouri
$409K +$39.3K +684 +11%
COF
146
Capital One Financial
Virginia
$399K – – –
QCM
147
Quest Capital Management
Texas
$399K +$1.21K +21 +0.3%
PAS
148
Partnervest Advisory Services
California
$394K +$2.01K +35 +0.5%
OPS
149
Orion Portfolio Solutions
Nebraska
$392K +$346K +6,024 +1,354%
PWM
150
Perigon Wealth Management
California
$389K +$369K +6,425 New