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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Strategic Blueprint
Georgia
$301K +$58.5K +841 +23%
AP
52
Adero Partners
California
$287K
CCG
53
Capital CS Group
California
$273K -$57.3K -824 -17%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$271K
FA
55
Financial Advisors
Massachusetts
$260K
CRWM
56
Castle Rock Wealth Management
California
$245K +$37.2K +535 +18%
OPS
57
Orion Portfolio Solutions
Nebraska
$225K +$231K +3,326 New
CW
58
CreativeOne Wealth
Kansas
$212K +$218K +3,132 New
CFD
59
Creative Financial Designs
Indiana
$204K +$19.3K +278 +10%
SPIA
60
Steward Partners Investment Advisory
New York
$194K +$30K +431 +18%
ACA
61
Aptus Capital Advisors
Alabama
$156K +$13K +187 +9%
AF
62
Allworth Financial
California
$126K +$129K +1,859 New
Bank of America
63
Bank of America
North Carolina
$124K +$72.7K +1,045 +132%
UBS Group
64
UBS Group
Switzerland
$90K -$62.5K -899 -40%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$70K -$8.69K -125 -11%
PCG
66
Private Capital Group
Connecticut
$69K +$6.81K +98 +11%
CFA
67
Carroll Financial Associates
North Carolina
$65K +$13.4K +193 +25%
SBL
68
Sargent Bickham Lagudis
Colorado
$61K
NFG
69
Next Financial Group
Texas
$59K
HI
70
Harbour Investments
Wisconsin
$42K +$28.1K +404 +189%
AF
71
Advisornet Financial
Minnesota
$24K +$14.2K +204 +142%
BlackRock
72
BlackRock
New York
$24K +$24.6K +354 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$19K +$9.73K +140 +114%
HIA
74
Harbor Investment Advisory
Maryland
$15K
APA
75
American Portfolios Advisors
New York
$12.7K +$4.87K +70 +59%