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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
126
McKinley Carter Wealth Services
West Virginia
$2.03M +$113K +1,805 +5%
SWG
127
Summit Wealth Group
Vermont
$2.01M +$247K +3,948 +12%
CWM
128
Cranbrook Wealth Management
Michigan
$1.98M +$419K +6,678 +23%
BWP
129
BSW Wealth Partners
Colorado
$1.95M
FA
130
Financial Advisors
Massachusetts
$1.94M +$317K +5,059 +17%
Cerity Partners
131
Cerity Partners
New York
$1.93M +$113K +1,807 +6%
BCM
132
Brookstone Capital Management
Illinois
$1.91M -$776K -12,383 -27%
MAM
133
Magellan Asset Management
Australia
$1.86M -$1.38M -21,969 -40%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$1.85M +$195K +3,108 +10%
HWA
135
Hilltop Wealth Advisors
North Carolina
$1.84M +$95.8K +1,529 +5%
AWM
136
Axxcess Wealth Management
California
$1.82M -$58.5K -934 -3%
BEC
137
Blue Edge Capital
Virginia
$1.82M -$212K -3,388 -9%
RF
138
RHS Financial
California
$1.79M -$452K -7,205 -18%
CTC
139
Central Trust Company
Missouri
$1.79M -$150K -2,391 -7%
VCM
140
Vision Capital Management
Oregon
$1.77M +$413K +6,583 +26%
WB
141
WesBanco Bank
West Virginia
$1.76M +$30.5K +486 +2%
AP
142
Adero Partners
California
$1.73M +$443K +7,062 +31%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$1.71M -$231K -3,692 -11%
WP
144
WealthShield Partners
North Carolina
$1.7M +$86.4K +1,378 +5%
KPWS
145
Kestra Private Wealth Services
Texas
$1.69M +$41.8K +667 +2%
LRWA
146
Long Run Wealth Advisors
New York
$1.67M +$147K +2,338 +9%
TWM
147
TriaGen Wealth Management
California
$1.66M -$529K -8,431 -22%
PWM
148
Perigon Wealth Management
California
$1.66M -$55.5K -885 -3%
SC
149
Savant Capital
Illinois
$1.63M +$109K +1,740 +6%
FFG
150
Frisch Financial Group
New York
$1.62M -$46.5K -742 -3%