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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
151
Vision Capital Management
Oregon
$3.04M -$118K -1,301 -4%
GWMR
152
GC Wealth Management RIA
Massachusetts
$3.01M +$139K +1,532 +5%
JFG
153
JMG Financial Group
Illinois
$2.97M – – –
MFG
154
Merit Financial Group
Georgia
$2.94M -$43.1K -476 -1%
OWA
155
One Wealth Advisors
California
$2.92M +$403K +4,453 +17%
MF
156
Montis Financial
Massachusetts
$2.92M +$436K +4,817 +18%
FPAS
157
Focus Partners Advisor Solutions
Missouri
$2.92M +$961K +10,624 +53%
P
158
&Partners
Tennessee
$2.88M -$76.6K -847 -3%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$2.87M +$704K +7,779 +34%
MBT
160
Montecito Bank & Trust
California
$2.84M +$2.76M +30,502 New
AGWCA
161
Annis Gardner Whiting Capital Advisors
Florida
$2.83M +$1.99K +22 +0.1%
B
162
Bailard
California
$2.8M -$34.7K -384 -1%
WB
163
WesBanco Bank
West Virginia
$2.79M +$78.4K +866 +3%
FCH
164
Freestone Capital Holdings
Washington
$2.77M +$2.69M +29,743 New
AF
165
Affiance Financial
Minnesota
$2.72M -$22.3K -247 -0.8%
SWA
166
SOA Wealth Advisors
New York
$2.71M -$17.6K -195 -0.7%
DT
167
Diversified Trust
Tennessee
$2.68M -$14.5K -160 -0.6%
EI
168
eCIO Inc
Wisconsin
$2.66M +$375K +4,146 +17%
IAS
169
IMA Advisory Services
Colorado
$2.64M – – –
RF
170
rebel Financial
Ohio
$2.61M -$2.59M -28,618 Closed
RFA
171
RTD Financial Advisors
Pennsylvania
$2.6M -$51.8K -572 -2%
LNWWM
172
Laird Norton Wetherby Wealth Management
California
$2.52M +$1.36K +15 +0.1%
GC
173
Grimes & Company
Massachusetts
$2.47M +$38K +420 +2%
NCM
174
Neumann Capital Management
California
$2.45M +$62.9K +695 +3%
HTC
175
Haverford Trust Company
Pennsylvania
$2.4M +$60.8K +672 +3%