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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
$721K +$121K +1,895 +20%
DWT
127
Dorsey & Whitney Trust
South Dakota
$720K +$63.8K +1,000 +10%
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$718K +$106K +1,661 +17%
MM
129
Main Management
California
$660K – – –
WIP
130
Wellesley Investment Partners
Massachusetts
$639K +$117K +1,827 +22%
MWM
131
Merriman Wealth Management
Washington
$635K +$638K +10,000 New
KP
132
Keel Point
Alabama
$621K – – –
SDWMA
133
Schneider Downs Wealth Management Advisors
Pennsylvania
$606K +$3.06K +48 +0.5%
PAG
134
Private Advisor Group
New Jersey
$601K -$7.15K -112 -1%
PA
135
Paracle Advisors
Washington
$585K – – –
IWC
136
Integrated Wealth Concepts
Massachusetts
$572K +$41.8K +655 +8%
CAN
137
Cetera Advisor Networks
California
$570K -$4.24M -66,486 -88%
RW
138
REDW Wealth
New Mexico
$570K – – –
EFSCE
139
Enterprise Financial Services Corp (EFSC)
Missouri
$547K +$119K +1,866 +28%
TC
140
Trilogy Capital
California
$542K +$120K +1,884 +28%
AC
141
Apella Capital
Connecticut
$522K +$223K +3,490 +74%
FAAS
142
First Allied Advisory Services
California
$491K +$221K +3,462 +81%
HWA
143
Hilltop Wealth Advisors
North Carolina
$481K -$32K -501 -6%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$478K +$451K +7,059 +1,499%
MG
145
Mather Group
Illinois
$470K +$473K +7,405 New
FWCM
146
Ferguson Wellman Capital Management
Oregon
$468K +$61.9K +970 +15%
VHAM
147
Van Hulzen Asset Management
California
$460K – – –
WR
148
Watson Rebecca
$460K +$27.7K +434 +6%
IFAM
149
Institutional & Family Asset Management
Colorado
$458K -$6.51K -102 -1%
CIBC Asset Management
150
CIBC Asset Management
Ontario, Canada
$455K – – –