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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$611K +$209K +3,000 +50%
WA
27
Wealth Alliance
New York
$577K +$108K +1,549 +22%
LRIA
28
Leonard Rickey Investment Advisors
Washington
$573K +$116K +1,666 +25%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$560K +$59.4K +854 +12%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$547K +$274K +3,942 +95%
OWM
31
Opes Wealth Management
California
$520K +$232K +3,340 +77%
RA
32
Resolute Advisors
California
$508K
KFAA
33
Klaas Financial Asset Advisors
Illinois
$508K +$423K +6,079 +427%
APW
34
Austin Private Wealth
Texas
$493K +$147K +2,114 +41%
SWM
35
SigFig Wealth Management
California
$473K +$197K +2,833 +68%
WI
36
WrapManager Inc
California
$466K +$478K +6,876 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$454K +$466K +6,699 New
GIA
38
Goodwin Investment Advisory
Georgia
$435K +$310K +4,459 +228%
CCM
39
Coldstream Capital Management
Washington
$426K
Betterment LLC
40
Betterment LLC
New York
$426K +$165K +2,370 +61%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$425K +$24.8K +356 +6%
SCA
42
Snowden Capital Advisors
New York
$413K +$18.6K +267 +5%
3LCM
43
3D/L Capital Management
Connecticut
$391K +$23.5K +338 +6%
Creative Planning
44
Creative Planning
Kansas
$381K
RIA
45
Regal Investment Advisors
Michigan
$366K +$76.4K +1,099 +26%
AWM
46
AE Wealth Management
Kansas
$365K +$140K +2,011 +60%
IWC
47
Integrated Wealth Concepts
Massachusetts
$342K +$95.7K +1,377 +38%
BFO
48
Biltmore Family Office
North Carolina
$339K +$348K +5,000 New
FHA
49
First Horizon Advisors
Tennessee
$324K +$254K +3,658 +322%
VHAM
50
Van Hulzen Asset Management
California
$310K +$53.7K +772 +20%