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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Cranbrook Wealth Management
Michigan
$2.38M -$63.9K -646 -3%
TWM
202
TriaGen Wealth Management
California
$2.36M -$39.2K -396 -2%
COCM
203
Charter Oak Capital Management
New Hampshire
$2.28M -$109K -1,098 -4%
AWA
204
Alaska Wealth Advisors
Alaska
$2.28M -$333K -3,362 -12%
PWMG
205
Pioneer Wealth Management Group
Texas
$2.26M -$218K -2,206 -9%
CWP
206
CFM Wealth Partners
Texas
$2.25M
BWM
207
BigSur Wealth Management
Florida
$2.2M
OFP
208
OLIO Financial Planning
Virginia
$2.16M +$3.07K +31 +0.1%
Acadian Asset Management
209
Acadian Asset Management
Massachusetts
$2.09M +$254K +2,565 +13%
AFG
210
Atomi Financial Group
New York
$2.03M +$647K +6,537 +44%
SA
211
Sanctuary Advisors
Indiana
$2.02M -$421K -4,255 -17%
FCH
212
Freestone Capital Holdings
Washington
$2M -$997K -10,079 -33%
AWM
213
Aureum Wealth Management
Florida
$1.96M +$369K +3,725 +22%
CCM
214
Coldstream Capital Management
Washington
$1.93M -$7.92K -80 -0.4%
FFBTD
215
First Financial Bank - Trust Division
Ohio
$1.93M -$17.6K -178 -0.9%
CPIG
216
Chicago Partners Investment Group
Illinois
$1.9M +$77.2K +780 +4%
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$1.89M
AssetMark Inc
218
AssetMark Inc
California
$1.88M +$28.3K +286 +1%
VC
219
Vicus Capital
Pennsylvania
$1.88M +$269K +2,723 +16%
B
220
Birchbrook
Maine
$1.87M -$41.2K -416 -2%
PWMG
221
Private Wealth Management Group
New Jersey
$1.81M +$12.8K +129 +0.7%
PA
222
Planning Alternatives
Michigan
$1.81M +$124K +1,253 +7%
MWM
223
Madrid Wealth Management
New Mexico
$1.8M
VAF
224
Values Added Financial
District of Columbia
$1.79M -$4.95K -50 -0.3%
WC
225
Weil Company
California
$1.73M +$237K +2,400 +15%