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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Connecticut Wealth Management
Connecticut
$1.15M -$125 -2 -0%
NCM
177
Neumann Capital Management
California
$1.13M -$12.5K -200 -1%
VFO
178
Virtus Family Office
Texas
$1.1M +$1.23M +19,567 New
AWA
179
Alaska Wealth Advisors
Alaska
$1.07M +$312K +4,975 +35%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$1.07M +$951K +15,178 +386%
RJT
181
Raymond James Trust
Florida
$1.03M +$7.65K +122 +0.7%
RZH
182
Relyea Zuckerberg Hanson
Connecticut
$1.02M +$506K +8,077 +81%
LNWWM
183
Laird Norton Wetherby Wealth Management
California
$1.01M -$2.13M -33,949 -65%
LNC
184
Lincoln National Corp
Pennsylvania
$1M +$28.8K +459 +3%
GCA
185
Greenwood Capital Associates
South Carolina
$1M +$83.5K +1,332 +8%
BC
186
Brio Consultants
California
$992K +$1.07M +17,063 New
APP
187
Avantax Planning Partners
Iowa
$978K +$324K +5,174 +42%
FANJ
188
Financial Architects (New Jersey)
New Jersey
$966K +$1.08M +17,201 New
WP
189
WealthSource Partners
California
$965K +$195K +3,108 +22%
WL
190
WIT LLC
District of Columbia
$941K – – –
PGA
191
Portland Global Advisors
Maine
$940K +$291K +4,635 +38%
PAG
192
Private Advisor Group
New Jersey
$938K +$285K +4,543 +37%
PA
193
Planning Alternatives
Michigan
$912K +$332K +5,296 +48%
Bank of New York Mellon
194
Bank of New York Mellon
New York
$887K +$111K +1,775 +13%
FFBTD
195
First Financial Bank - Trust Division
Ohio
$881K +$16.2K +259 +2%
DWT
196
Dorsey & Whitney Trust
South Dakota
$879K – – –
RP
197
Riverwater Partners
Wisconsin
$874K +$212K +3,385 +28%
HHGA
198
Halbert Hargrove Global Advisors
California
$872K -$1.13K -18 -0.1%
LWMG
199
Levy Wealth Management Group
Pennsylvania
$856K +$144K +2,300 +18%
CAMV
200
Concord Asset Management (Virginia)
Virginia
$854K +$38.7K +618 +4%