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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$1.13M -$386K -6,867 -24%
HGWM
27
Horst & Graben Wealth Management
Oregon
$1.08M +$124K +2,195 +12%
PP
28
Prudential plc
United Kingdom
$1.07M +$1.15M +20,500 New
BFO
29
Biltmore Family Office
North Carolina
$1.02M +$817K +14,518 +290%
IWC
30
Integrated Wealth Concepts
Massachusetts
$998K +$111K +1,971 +11%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$986K +$191K +3,388 +22%
KAS
32
Kestra Advisory Services
Texas
$949K +$1.74K +31 +0.2%
BDF
33
Balasa Dinverno & Foltz
$919K +$333K +5,917 +51%
EH
34
Equitable Holdings
New York
$862K -$18.5K -328 -2%
SHJ
35
Sharkey, Howes & Javer
Colorado
$850K -$1.95M -34,725 -68%
Bank of America
36
Bank of America
North Carolina
$819K -$536K -9,531 -38%
PL
37
Plancorp LLC
Missouri
$779K +$841K +14,940 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$756K +$49.5K +880 +6%
CAN
39
Cetera Advisor Networks
California
$719K +$60.3K +1,071 +8%
CAM
40
Crestone Asset Management
Colorado
$707K +$347K +6,161 +83%
JFG
41
JMG Financial Group
Illinois
$683K +$423K +7,516 +135%
OWM
42
Opes Wealth Management
California
$680K +$16.9K +300 +2%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$672K +$25.8K +458 +4%
DT
44
Diversified Trust
Tennessee
$612K -$609K -10,819 -48%
VWA
45
VERITY Wealth Advisors
United States
$568K +$613K +10,901 New
ECG
46
Edge Capital Group
Georgia
$567K +$612K +10,881 New
APW
47
Austin Private Wealth
Texas
$554K +$18K +320 +3%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$533K -$3.6K -64 -0.6%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$515K -$92.8K -1,650 -14%
AWM
50
AE Wealth Management
Kansas
$494K +$14.8K +263 +3%