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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
126
Dorsey & Whitney Trust
South Dakota
$720K +$63.8K +1,000 +10%
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$718K +$106K +1,661 +17%
MM
128
Main Management
California
$660K
WIP
129
Wellesley Investment Partners
Massachusetts
$639K +$117K +1,827 +22%
MWM
130
Merriman Wealth Management
Washington
$635K +$638K +10,000 New
KP
131
Keel Point
Alabama
$621K
SDWMA
132
Schneider Downs Wealth Management Advisors
Pennsylvania
$606K +$3.06K +48 +0.5%
PAG
133
Private Advisor Group
New Jersey
$601K -$7.15K -112 -1%
PA
134
Paracle Advisors
Washington
$585K
IWC
135
Integrated Wealth Concepts
Massachusetts
$572K +$41.8K +655 +8%
CAN
136
Cetera Advisor Networks
California
$570K -$4.24M -66,486 -88%
RW
137
REDW Wealth
New Mexico
$570K
EFSCE
138
Enterprise Financial Services Corp (EFSC)
Missouri
$547K +$119K +1,866 +28%
TC
139
Trilogy Capital
California
$542K +$120K +1,884 +28%
AC
140
Apella Capital
Connecticut
$522K +$223K +3,490 +74%
FAAS
141
First Allied Advisory Services
California
$491K +$221K +3,462 +81%
HWA
142
Hilltop Wealth Advisors
North Carolina
$481K -$32K -501 -6%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$478K +$451K +7,059 +1,499%
MG
144
Mather Group
Illinois
$470K +$473K +7,405 New
FWCM
145
Ferguson Wellman Capital Management
Oregon
$468K +$61.9K +970 +15%
VHAM
146
Van Hulzen Asset Management
California
$460K
WR
147
Watson Rebecca
$460K +$27.7K +434 +6%
IFAM
148
Institutional & Family Asset Management
Colorado
$458K -$6.51K -102 -1%
CIBC Asset Management
149
CIBC Asset Management
Ontario, Canada
$455K
BCM
150
Brookstone Capital Management
Illinois
$451K +$98.3K +1,539 +28%