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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Evolution Wealth Management
Florida
$49.8K +$13.9K +170 +41%
CA
227
Continuum Advisory
Idaho
$41.7K +$40.3K +493 New
SWM
228
SHP Wealth Management
Massachusetts
$40.4K – – –
HIA
229
Highland Investment Advisors
Florida
$38K +$36.8K +450 New
B
230
Birchbrook
Maine
$35.2K +$409 +5 +1%
MWA
231
Medallion Wealth Advisors
Connecticut
$33.5K -$4.66K -57 -9%
AI
232
Atomic Invest
New York
$29.9K -$3.35K -41 -10%
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$28K -$736 -9 -3%
OAG
234
Oakmont Advisory Group
New Mexico
$24.4K +$23.6K +289 New
DF
235
Dunhill Financial
United Kingdom
$24K -$44.7K -547 -66%
PA
236
Parallel Advisors
California
$22.3K +$20.7K +253 +2,300%
EI
237
EFG International
$20.1K – – –
National Bank of Canada
238
National Bank of Canada
Quebec, Canada
$17.6K -$38.4K -470 -69%
CFO
239
CVA Family Office
Colorado
$16.7K – – –
Vanguard Advisers Inc
240
Vanguard Advisers Inc
Pennsylvania
$15.1K – – –
HHGA
241
Halbert Hargrove Global Advisors
California
$14.8K – – –
IA
242
IFG Advisory
Georgia
$14.6K +$14.1K +172 New
CRI
243
Commonwealth Retirement Investments
Virginia
$14.2K +$13.7K +168 New
FB
244
First Bancorp
Maine
$14.2K +$13.7K +168 New
NWMP
245
Noble Wealth Management PBC
Colorado
$14K – – –
GRP
246
Global Retirement Partners
California
$13.5K +$13K +159 New
TCM
247
Timbuktu Capital Management
Massachusetts
$11.1K +$10.7K +131 New
BWS
248
Buck Wealth Strategies
Colorado
$11K +$10.7K +131 New
1NWS
249
1 North Wealth Services
Maryland
$11K – – –
WP
250
WealthShield Partners
North Carolina
$10.1K +$327 +4 +3%