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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
51
Leonard Rickey Investment Advisors
Washington
$481K +$8.89K +158 +2%
WA
52
Wealth Alliance
New York
$465K -$107K -1,895 -18%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$465K +$316K +5,623 +171%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$464K +$7.88K +140 +2%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$433K +$467K +8,301 New
GIA
56
Goodwin Investment Advisory
Georgia
$423K -$94.4K -1,677 -17%
WI
57
WrapManager Inc
California
$389K +$12.6K +224 +3%
FHA
58
First Horizon Advisors
Tennessee
$382K +$414K +7,355 New
T
59
TCWP
Ohio
$379K +$62.3K +1,108 +18%
Betterment LLC
60
Betterment LLC
New York
$375K +$25.2K +448 +7%
SPIA
61
Steward Partners Investment Advisory
New York
$371K -$7.99K -142 -2%
RBA
62
Richard Bernstein Advisors
New York
$367K +$396K +7,037 New
KFSC
63
Keystone Financial Services (Colorado)
Colorado
$366K -$78.2K -1,389 -17%
RIA
64
Regal Investment Advisors
Michigan
$359K -$41K -728 -10%
SCA
65
Snowden Capital Advisors
New York
$351K -$17.7K -315 -4%
Wells Fargo
66
Wells Fargo
California
$345K +$206K +3,666 +124%
PFA
67
Pathway Financial Advisors
Vermont
$343K +$41.5K +737 +13%
3LCM
68
3D/L Capital Management
Connecticut
$341K +$9.9K +176 +3%
SB
69
Strategic Blueprint
Georgia
$338K -$10.5K -187 -3%
CCM
70
Coldstream Capital Management
Washington
$328K
CWM
71
Congress Wealth Management
Massachusetts
$314K +$339K +6,029 New
D
72
Dentgroup
Louisiana
$308K +$24.6K +438 +8%
AssetMark Inc
73
AssetMark Inc
California
$304K +$328K +5,825 New
JBA
74
Johnson Bixby & Associates
Washington
$298K +$69.2K +1,229 +27%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$291K -$26.7K -475 -8%