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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
26
Adero Partners
California
$275K
VHAM
27
Van Hulzen Asset Management
California
$247K
NL
28
NWAM LLC
Washington
$220K +$220K +3,390 New
OWM
29
Opes Wealth Management
California
$218K +$218K +3,360 New
SPIA
30
Steward Partners Investment Advisory
New York
$171K +$123K +1,904 +260%
CFD
31
Creative Financial Designs
Indiana
$150K +$58.8K +908 +65%
ACA
32
Aptus Capital Advisors
Alabama
$115K +$115K +1,779 New
GIA
33
Goodwin Investment Advisory
Georgia
$97K +$3.11K +48 +3%
NFG
34
Next Financial Group
Texas
$50K
FHA
35
First Horizon Advisors
Tennessee
$45K +$45.2K +697 New
Bank of America
36
Bank of America
North Carolina
$37K +$37K +571 New
WP
37
WealthShield Partners
North Carolina
$35K +$34.8K +537 New
KFAA
38
Klaas Financial Asset Advisors
Illinois
$26K +$25.5K +393 New
PCG
39
Private Capital Group
Connecticut
$23K +$389 +6 +2%
HIA
40
Harbor Investment Advisory
Maryland
$14K +$3.24K +50 +29%
SFS
41
Sowell Financial Services
Arkansas
$13K +$12.2K +188 New
IA
42
IFP Advisors
Florida
$7K +$6.93K +107 New
AF
43
Advisornet Financial
Minnesota
$6K +$3.82K +59 +151%
KFS
44
Kelly Financial Services
Massachusetts
$5.32K +$5.31K +82 New
HI
45
Harbour Investments
Wisconsin
$5K +$5.31K +82 New
NFSG
46
Newbridge Financial Services Group
Florida
$4K +$3.82K +59 New
GFPC
47
Global Financial Private Client
Florida
$3.76K +$3.69K +57 New
APA
48
American Portfolios Advisors
New York
$2.66K +$2.66K +41 New
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.53K
Wells Fargo
50
Wells Fargo
California
$1K +$1.36K +21 New