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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Wealth Alliance
New York
$471K +$472K +6,961 New
LRIA
27
Leonard Rickey Investment Advisors
Washington
$463K +$461K +6,794 New
CCM
28
Coldstream Capital Management
Washington
$425K +$427K +6,290 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$407K +$408K +6,018 New
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$400K +$79.6K +1,173 +25%
SCA
31
Snowden Capital Advisors
New York
$395K +$23.3K +343 +6%
HF
32
HRT Financial
New York
$388K +$389K +5,733 New
Creative Planning
33
Creative Planning
Kansas
$381K
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$381K
3LCM
35
3D/L Capital Management
Connecticut
$368K +$39.4K +580 +12%
APW
36
Austin Private Wealth
Texas
$349K -$1.43K -21 -0.4%
CCG
37
Capital CS Group
California
$328K +$329K +4,846 New
OWM
38
Opes Wealth Management
California
$293K +$65.8K +970 +29%
RIA
39
Regal Investment Advisors
Michigan
$291K +$292K +4,305 New
AP
40
Adero Partners
California
$287K
KAS
41
Kestra Advisory Services
Texas
$287K +$288K +4,240 New
SWM
42
SigFig Wealth Management
California
$281K +$281K +4,145 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$280K +$280K +4,134 New
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$271K +$271K +3,997 New
Betterment LLC
45
Betterment LLC
New York
$265K +$265K +3,911 New
FA
46
Financial Advisors
Massachusetts
$260K +$260K +3,833 New
VHAM
47
Van Hulzen Asset Management
California
$257K
IWC
48
Integrated Wealth Concepts
Massachusetts
$248K +$249K +3,665 New
SB
49
Strategic Blueprint
Georgia
$244K +$244K +3,602 New
AWM
50
AE Wealth Management
Kansas
$229K +$229K +3,377 New