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iShares ESG Advanced MSCI EAFE ETF
DMXF

Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$4.19M +$4.34M +55,477 New
UBS Group
27
UBS Group
Switzerland
$4.08M -$104K -1,324 -2%
SF
28
SeedSafe Financial
Texas
$3.82M +$602K +7,696 +18%
WCFA
29
Walkner Condon Financial Advisors
Wisconsin
$3.7M +$96.7K +1,237 +3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$3.66M +$676K +8,649 +22%
MWM
31
Modern Wealth Management
Kansas
$3.61M +$1.42M +18,226 +63%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$3.35M – – –
APW
33
Atlantic Private Wealth
North Carolina
$3.33M +$169K +2,166 +5%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$3.27M +$206K +2,632 +6%
EFN
35
Equita Financial Network
Pennsylvania
$2.97M +$78K +998 +3%
AFG
36
Albion Financial Group
Utah
$2.9M +$3.83K +49 +0.1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$2.87M +$2.47M +31,594 +493%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$2.59M +$313K +4,000 +13%
DRP
39
Decker Retirement Planning
Utah
$2.58M +$242K +3,089 +10%
SW
40
SoFi Wealth
California
$2.53M +$494K +6,320 +23%
AM
41
Atwater Malick
Pennsylvania
$2.51M +$72.7K +930 +3%
RSWM
42
Robertson Stephens Wealth Management
California
$2.5M +$1.5M +19,126 +136%
Corient Private Wealth
43
Corient Private Wealth
Florida
$2.49M +$80.3K +1,027 +3%
WA
44
Westfuller Advisors
New York
$2.44M – – –
AC
45
Arjuna Capital
North Carolina
$2.34M +$144K +1,840 +6%
NP
46
NorthRock Partners
Minnesota
$2.32M +$193K +2,465 +9%
BPA
47
Beacon Pointe Advisors
California
$2.29M +$1.2M +15,336 +102%
Osaic Holdings
48
Osaic Holdings
Arizona
$2.23M -$24.6K -314 -1%
OWA
49
One Wealth Advisors
California
$2.22M +$1.18M +15,096 +105%
AssetMark Inc
50
AssetMark Inc
California
$2.22M +$2.14M +27,361 +1,344%
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