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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
176
Long Run Wealth Advisors
New York
$1.94M -$263K -3,306 -12%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$1.9M -$66.3K -835 -3%
OCM
178
One Capital Management
California
$1.87M +$25.4K +320 +1%
DT
179
Diversified Trust
Tennessee
$1.86M -$15.5K -195 -0.8%
PWMG
180
Pioneer Wealth Management Group
Texas
$1.85M +$98.2K +1,237 +6%
CWP
181
CFM Wealth Partners
Texas
$1.83M -$19.8K -249 -1%
RJT
182
Raymond James Trust
Florida
$1.82M
BCM
183
Brookstone Capital Management
Illinois
$1.81M -$15.1K -190 -0.8%
PWLP
184
Prio Wealth Limited Partnership
Massachusetts
$1.81M -$9.13K -115 -0.5%
BWM
185
BigSur Wealth Management
Florida
$1.81M
HHGA
186
Halbert Hargrove Global Advisors
California
$1.8M +$11.6K +146 +0.6%
VC
187
Vicus Capital
Pennsylvania
$1.79M -$41.9K -527 -2%
WN
188
Williams & Novak
California
$1.72M +$160K +2,009 +10%
APP
189
Avantax Planning Partners
Iowa
$1.65M -$5.16K -65 -0.3%
LWMG
190
Levy Wealth Management Group
Pennsylvania
$1.55M -$59.2K -745 -4%
CCM
191
Coldstream Capital Management
Washington
$1.55M +$99.2K +1,249 +7%
G
192
GenTrust
Florida
$1.54M +$1.75K +22 +0.1%
EWP
193
Elevation Wealth Partners
California
$1.53M +$403K +5,076 +35%
OFP
194
OLIO Financial Planning
Virginia
$1.51M
WLIM
195
White Lighthouse Investment Management
Massachusetts
$1.49M +$2.54K +32 +0.2%
SWA
196
Sax Wealth Advisors
New Jersey
$1.48M +$1.49M +18,822 New
PWMG
197
Private Wealth Management Group
New Jersey
$1.48M +$48K +605 +3%
VAF
198
Values Added Financial
District of Columbia
$1.48M +$58.4K +736 +4%
OWA
199
One Wealth Advisors
California
$1.48M +$63.4K +798 +4%
PGA
200
Portland Global Advisors
Maine
$1.45M +$11.9K +150 +0.8%