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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$982K +$151K +2,895 +16%
Prudential Financial
27
Prudential Financial
New Jersey
$961K -$46.3K -889 -4%
PP
28
Prudential plc
United Kingdom
$955K
WP
29
WealthSource Partners
California
$912K -$142K -2,719 -12%
BFO
30
Biltmore Family Office
North Carolina
$909K
EH
31
Equitable Holdings
New York
$806K +$40K +768 +5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$793K -$98K -1,882 -10%
CAN
33
Cetera Advisor Networks
California
$750K +$120K +2,310 +17%
OWM
34
Opes Wealth Management
California
$737K +$144K +2,770 +21%
WA
35
Wealth Alliance
New York
$720K +$340K +6,540 +73%
FAIM
36
Financial Advocates Investment Management
Washington
$712K +$1.85M +35,508 New
Bank of America
37
Bank of America
North Carolina
$706K -$27.6K -530 -3%
SHJ
38
Sharkey, Howes & Javer
Colorado
$700K -$66.7K -1,281 -8%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$698K +$110K +2,109 +16%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$681K +$10.7K +206 +1%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$679K +$245K +4,709 +48%
CAM
42
Crestone Asset Management
Colorado
$635K +$4.32K +83 +0.6%
DT
43
Diversified Trust
Tennessee
$585K +$42.5K +817 +7%
JFG
44
JMG Financial Group
Illinois
$579K -$34.3K -659 -5%
APW
45
Austin Private Wealth
Texas
$500K +$6.09K +117 +1%
VWA
46
VERITY Wealth Advisors
United States
$497K -$11.8K -227 -2%
AssetMark Inc
47
AssetMark Inc
California
$482K +$236K +4,529 +78%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$474K +$65.2K +1,253 +14%
EWM
49
Empirical Wealth Management
Washington
$473K +$528K +10,150 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$471K -$5.36K -103 -1%