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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DL
151
DOHJ LLC
Washington
$1.79M +$928K +13,591 +91%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$1.75M +$465K +6,809 +33%
LRWA
153
Long Run Wealth Advisors
New York
$1.72M +$193K +2,827 +12%
SC
154
Savant Capital
Illinois
$1.71M +$221K +3,245 +14%
IWC
155
Integrated Wealth Concepts
Massachusetts
$1.69M +$263K +3,857 +17%
Bank Julius Baer & Co
156
Bank Julius Baer & Co
Switzerland
$1.68M +$157K +2,302 +9%
CL
157
CPWM LLC
Washington
$1.67M +$16.8K +246 +0.9%
PL
158
Plancorp LLC
Missouri
$1.65M -$722K -10,582 -29%
RFA
159
RTD Financial Advisors
Pennsylvania
$1.65M +$459K +6,723 +34%
Mariner
160
Mariner
Kansas
$1.59M +$384K +5,632 +29%
BOPW
161
Brandywine Oak Private Wealth
Pennsylvania
$1.58M +$422K +6,184 +32%
LW
162
Libra Wealth
California
$1.57M +$1.71M +25,052 New
VCM
163
Vision Capital Management
Oregon
$1.57M +$2.46K +36 +0.1%
ASN
164
Advisory Services Network
Georgia
$1.56M +$242K +3,541 +17%
CWP
165
Concord Wealth Partners
Virginia
$1.52M +$329K +4,825 +25%
PHIC
166
Pine Haven Investment Counsel
Massachusetts
$1.49M +$7.92K +116 +0.5%
VC
167
Vicus Capital
Pennsylvania
$1.48M +$96.4K +1,413 +6%
PWLP
168
Prio Wealth Limited Partnership
Massachusetts
$1.46M
FI
169
Financial Insights
Washington
$1.45M -$513K -7,512 -25%
COCM
170
Charter Oak Capital Management
New Hampshire
$1.44M +$484K +7,092 +45%
AP
171
Adero Partners
California
$1.39M +$1.19M +17,428 +334%
WLIM
172
White Lighthouse Investment Management
Massachusetts
$1.36M -$206K -3,015 -12%
OFP
173
OLIO Financial Planning
Virginia
$1.36M +$199K +2,911 +16%
SB
174
Simmons Bank
Arkansas
$1.34M +$6.21K +91 +0.4%
CWM
175
Connecticut Wealth Management
Connecticut
$1.28M -$99.8K -1,463 -7%