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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$441K -$468 -9 -0.1%
LRIA
52
Leonard Rickey Investment Advisors
Washington
$431K +$885 +17 +0.2%
GIA
53
Goodwin Investment Advisory
Georgia
$419K +$46.1K +886 +11%
T
54
TCWP
Ohio
$416K +$85.7K +1,647 +23%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$415K +$31.9K +612 +7%
UBS Group
56
UBS Group
Switzerland
$385K +$327K +6,281 +317%
SCA
57
Snowden Capital Advisors
New York
$381K +$75K +1,440 +21%
PFA
58
Pathway Financial Advisors
Vermont
$380K +$82.2K +1,579 +24%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$379K -$39.7K -763 -9%
Betterment LLC
60
Betterment LLC
New York
$375K
CWM
61
Congress Wealth Management
Massachusetts
$352K +$79.5K +1,528 +25%
WI
62
WrapManager Inc
California
$345K -$1.98K -38 -0.5%
FHA
63
First Horizon Advisors
Tennessee
$341K -$781 -15 -0.2%
SPIA
64
Steward Partners Investment Advisory
New York
$341K +$10.4K +199 +3%
RIA
65
Regal Investment Advisors
Michigan
$338K +$19.8K +381 +6%
RBA
66
Richard Bernstein Advisors
New York
$337K +$10K +193 +3%
SB
67
Strategic Blueprint
Georgia
$328K +$30K +576 +9%
KFSC
68
Keystone Financial Services (Colorado)
Colorado
$321K -$8.95K -172 -3%
WFA
69
Wade Financial Advisory
California
$315K +$67.9K +1,305 +24%
3LCM
70
3D/L Capital Management
Connecticut
$305K +$677 +13 +0.2%
JBA
71
Johnson Bixby & Associates
Washington
$300K +$37.8K +726 +13%
Wells Fargo
72
Wells Fargo
California
$278K -$33.8K -650 -10%
OPS
73
Orion Portfolio Solutions
Nebraska
$277K +$33.9K +652 +12%
AA
74
Aire Advisors
California
$277K +$77.9K +1,497 +34%
IA
75
IFP Advisors
Florida
$275K +$121K +2,320 +77%