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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
176
Truist Financial
North Carolina
$506K +$47.3K +692 +11%
OPS
177
Orion Portfolio Solutions
Nebraska
$504K +$4.58K +67 +1%
JMPWA
178
JP Morgan Private Wealth Advisors
California
$503K +$615 +9 +0.1%
MKA
179
M. Kulyk & Associates
Georgia
$497K +$465K +6,810 New
SWP
180
Stratos Wealth Partners
Ohio
$496K +$26.4K +386 +6%
Fisher Asset Management
181
Fisher Asset Management
Washington
$496K +$178K +2,604 +62%
LFA
182
Legacy Financial Advisors
Kentucky
$469K +$26.6K +389 +6%
MAM
183
Meeder Asset Management
Ohio
$467K
CCA
184
Cobblestone Capital Advisors
New York
$461K +$109K +1,592 +34%
EH
185
Equitable Holdings
New York
$451K -$353K -5,174 -46%
CAN
186
Cetera Advisor Networks
California
$435K -$206K -3,014 -34%
FHA
187
First Horizon Advisors
Tennessee
$431K +$2.46K +36 +0.6%
AF
188
Affiance Financial
Minnesota
$427K +$145K +2,128 +57%
PWM
189
Perigon Wealth Management
California
$424K +$2.87K +42 +0.7%
PAG
190
Pinnacle Advisory Group
Maryland
$422K +$394K +5,776 New
BPA
191
Beacon Pointe Advisors
California
$408K +$97.5K +1,427 +34%
SDWMA
192
Schneider Downs Wealth Management Advisors
Pennsylvania
$394K -$283K -4,145 -43%
FRA
193
Frank Rimerman Advisors
California
$391K +$366K +5,356 New
Wealth Enhancement Advisory Services
194
Wealth Enhancement Advisory Services
Minnesota
$389K -$1.64K -24 -0.5%
EGWAG
195
Elwood & Goetz Wealth Advisory Group
Georgia
$384K +$359K +5,257 New
RZH
196
Relyea Zuckerberg Hanson
Connecticut
$383K
CB
197
Community Bank
New York
$378K -$2.73K -40 -0.8%
BB
198
Bell Bank
North Dakota
$376K +$352K +5,149 New
ADL
199
Asset Dedication LLC
California
$365K +$86.8K +1,271 +34%
PP
200
PDS Planning
Ohio
$360K -$13.7K -200 -4%