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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
151
Halbert Hargrove Global Advisors
California
$248K -$786K -12,487 -73%
AWS
152
AJ Wealth Strategies
New York
$241K
BPA
153
Beacon Pointe Advisors
California
$239K +$283K +4,498 New
MCM
154
Maxim Capital Management
California
$230K +$272K +4,318 New
KLI
155
Kelman-Lazarov Inc
Tennessee
$221K +$52K +826 +25%
WCFA
156
Walkner Condon Financial Advisors
Wisconsin
$215K -$202K -3,210 -44%
WB
157
WesBanco Bank
West Virginia
$215K +$32K +508 +14%
TCOV
158
Trust Company of Vermont
Vermont
$214K +$22.6K +359 +10%
TFA
159
TPG Financial Advisors
Oregon
$208K +$1.07K +17 +0.4%
NCM
160
Neumann Capital Management
California
$205K +$243K +3,855 New
HB
161
Homrich & Berg
Georgia
$205K +$243K +3,860 New
EIG
162
Ellenbecker Investment Group
Wisconsin
$203K +$5.92K +94 +3%
TFO
163
Tarbox Family Office
California
$183K +$193K +3,060 +793%
PA
164
Parallel Advisors
California
$178K +$29.9K +475 +16%
Citigroup
165
Citigroup
New York
$177K -$1.64K -26 -0.8%
ACA
166
Atlas Capital Advisors
Wyoming
$170K +$5.03K +80 +3%
PAI
167
Pittenger & Anderson Inc
Nebraska
$141K -$12.5K -198 -7%
ADL
168
Asset Dedication LLC
California
$131K +$14K +222 +10%
TF
169
TimeScale Financial
Massachusetts
$129K +$154K +2,443 New
FHA
170
First Horizon Advisors
Tennessee
$120K -$19.6K -312 -12%
SIAP
171
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$112K
TFS
172
TrustCore Financial Services
Tennessee
$109K +$12.6K +201 +11%
PCG
173
Private Capital Group
Connecticut
$105K +$44.4K +706 +56%
IA
174
IFP Advisors
Florida
$100K +$117K +1,856 +61,867%
AWM
175
AllSquare Wealth Management
New York
$81K