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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
201
Horst & Graben Wealth Management
Oregon
$852K +$37.7K +602 +4%
MIAN
202
Mariner Independent Advisor Network
Kansas
$852K +$46.8K +747 +5%
AF
203
Affiance Financial
Minnesota
$850K +$56.4K +900 +6%
Prudential Financial
204
Prudential Financial
New Jersey
$845K -$49.2K -785 -5%
HGWM
205
Harvest Group Wealth Management
Massachusetts
$838K +$122K +1,945 +16%
AWS
206
AJ Wealth Strategies
New York
$837K +$650K +10,373 +229%
CIAS
207
Capital Investment Advisory Services
North Carolina
$834K -$2.91M -46,355 -76%
SHJ
208
Sharkey, Howes & Javer
Colorado
$832K -$1.92M -30,564 -67%
UB
209
UMB Bank
Missouri
$831K -$28.5K -455 -3%
MI
210
Mercer Investments
Massachusetts
$820K – – –
Deutsche Bank
211
Deutsche Bank
Germany
$797K +$28.2K +450 +3%
VFIC
212
Valley Forge Investment Consultants
Pennsylvania
$775K – – –
HNB
213
Huntington National Bank
Ohio
$768K – – –
MGIA
214
Moneta Group Investment Advisors
Missouri
$765K +$373K +5,949 +77%
MCM
215
Mendel Capital Management
Arkansas
$759K – – –
BPA
216
Beacon Pointe Advisors
California
$756K +$91.3K +1,456 +12%
NYLIM
217
New York Life Investment Management
New York
$748K -$167K -2,663 -17%
BWM
218
Bulltick Wealth Management
Florida
$731K – – –
HWM
219
HB Wealth Management
Georgia
$731K +$15.4K +245 +2%
ADL
220
Asset Dedication LLC
California
$692K +$119K +1,894 +18%
FHB
221
First Hawaiian Bank
Hawaii
$680K -$27.5K -439 -3%
WFA
222
Wade Financial Advisory
California
$671K +$3.13K +50 +0.4%
CTA
223
Chesley Taft & Associates
Illinois
$662K -$6.08K -97 -0.8%
SFS
224
Sowell Financial Services
Arkansas
$658K +$735K +11,724 New
BF
225
Brooklyn FI
New York
$656K +$731K +11,658 +33,309%