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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Perigon Wealth Management
California
$1.94M -$189K -2,689 -9%
PHIC
152
Pine Haven Investment Counsel
Massachusetts
$1.91M +$136K +1,940 +8%
BCM
153
Brookstone Capital Management
Illinois
$1.91M -$161K -2,294 -8%
FFG
154
Frisch Financial Group
New York
$1.9M -$313K -4,456 -14%
CWM
155
Connecticut Wealth Management
Connecticut
$1.89M +$442K +6,300 +32%
CWP
156
CFM Wealth Partners
Texas
$1.86M – – –
PA
157
Parkside Advisors
California
$1.86M +$95.9K +1,367 +6%
CL
158
Choreo LLC
Illinois
$1.86M +$1.81M +25,826 New
GAM
159
Gould Asset Management
California
$1.85M -$41.4K -590 -2%
RZH
160
Relyea Zuckerberg Hanson
Connecticut
$1.84M +$423K +6,025 +31%
RF
161
RHS Financial
California
$1.78M -$106K -1,508 -6%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$1.77M -$63.9K -911 -4%
DT
163
Diversified Trust
Tennessee
$1.74M -$71.2K -1,015 -4%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$1.74M +$264K +3,755 +18%
B
165
Bailard
California
$1.7M +$198K +2,828 +14%
BOPW
166
Brandywine Oak Private Wealth
Pennsylvania
$1.68M +$15.1K +215 +0.9%
RJT
167
Raymond James Trust
Florida
$1.67M +$348K +4,964 +27%
PWLP
168
Prio Wealth Limited Partnership
Massachusetts
$1.67M – – –
AF
169
Affiance Financial
Minnesota
$1.67M +$602K +8,580 +59%
GC
170
Grimes & Company
Massachusetts
$1.66M +$1.33M +18,944 +460%
BWM
171
BigSur Wealth Management
Florida
$1.65M – – –
VC
172
Vicus Capital
Pennsylvania
$1.64M +$6.32K +90 +0.4%
HWA
173
Hilltop Wealth Advisors
North Carolina
$1.63M -$102K -1,460 -6%
NCM
174
Neumann Capital Management
California
$1.63M +$37.9K +540 +2%
JFGLC
175
Johnson Financial Group LLC (Colorado)
Colorado
$1.56M – – –