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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
151
Ferguson Wellman Capital Management
Oregon
$388K +$2.01K +35 +0.6%
SWP
152
Stratos Wealth Partners
Ohio
$386K +$38.3K +667 +12%
OCM
153
One Capital Management
California
$374K – – –
MAM
154
Meeder Asset Management
Ohio
$371K +$346K +6,024 +5,792%
LFASL
155
Lugano Financial Advisors SA (LFA)
Switzerland
$363K -$274K -4,773 -45%
Truist Financial
156
Truist Financial
North Carolina
$360K +$61.5K +1,071 +22%
FHA
157
First Horizon Advisors
Tennessee
$355K +$207K +3,605 +159%
TSA
158
Tri-Star Advisors
Texas
$343K +$312K +5,426 New
JFA
159
JNBA Financial Advisors
Minnesota
$337K +$10.4K +182 +3%
BCM
160
Brookstone Capital Management
Illinois
$337K +$319K +5,562 New
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$334K +$39.3K +685 +15%
MCM
162
Maxim Capital Management
California
$334K +$52K +906 +21%
BCI
163
Brinker Capital Investments
Pennsylvania
$327K -$42.6K -742 -12%
RZH
164
Relyea Zuckerberg Hanson
Connecticut
$324K -$76.1K -1,325 -20%
ST
165
Sentinel Trust
Texas
$320K +$303K +5,283 New
GC
166
Garde Capital
Washington
$317K -$121K -2,103 -29%
CB
167
Community Bank
New York
$317K – – –
PP
168
PDS Planning
Ohio
$311K -$5.05K -88 -2%
BIA
169
Bigelow Investment Advisors
Maine
$307K -$44.8K -780 -13%
HHGA
170
Halbert Hargrove Global Advisors
California
$297K +$14.1K +245 +5%
AC
171
Apella Capital
Connecticut
$287K +$272K +4,730 New
CCA
172
Cobblestone Capital Advisors
New York
$281K -$25.5K -445 -9%
RW
173
RVW Wealth
California
$281K +$266K +4,634 New
CT
174
Columbia Trust
Oregon
$277K +$264K +4,590 New
AWS
175
AJ Wealth Strategies
New York
$275K – – –