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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Farther Finance Advisors
California
$625K +$596K +11,516 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$616K +$60.7K +1,172 +12%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$602K +$113K +2,178 +24%
APW
54
Austin Private Wealth
Texas
$592K +$9.06K +175 +2%
WA
55
Wealth Alliance
New York
$577K -$251K -4,841 -31%
SPIA
56
Steward Partners Investment Advisory
New York
$562K +$157K +3,040 +42%
LRIA
57
Leonard Rickey Investment Advisors
Washington
$560K +$55.4K +1,070 +12%
EWM
58
Empirical Wealth Management
Washington
$551K
VWA
59
VERITY Wealth Advisors
United States
$509K -$66.7K -1,288 -12%
DT
60
Diversified Trust
Tennessee
$498K -$175K -3,384 -27%
GAM
61
Gould Asset Management
California
$498K +$475K +9,175 New
GIA
62
Goodwin Investment Advisory
Georgia
$484K -$4.24K -82 -0.9%
CWM
63
Congress Wealth Management
Massachusetts
$483K +$69.8K +1,349 +18%
AWM
64
AE Wealth Management
Kansas
$464K -$47.3K -913 -10%
Stifel Financial
65
Stifel Financial
Missouri
$461K +$440K +8,492 New
RJFSA
66
Raymond James Financial Services Advisors
Florida
$455K +$13.3K +257 +3%
RJA
67
Raymond James & Associates
Florida
$455K +$434K +8,382 New
RIA
68
Regal Investment Advisors
Michigan
$412K +$17.4K +337 +5%
Betterment LLC
69
Betterment LLC
New York
$404K +$13.2K +255 +4%
RBA
70
Richard Bernstein Advisors
New York
$403K +$9.99K +193 +3%
CA
71
Cetera Advisors
Colorado
$389K +$371K +7,167 New
WI
72
WrapManager Inc
California
$384K -$17.5K -338 -5%
SCA
73
Snowden Capital Advisors
New York
$379K -$62.1K -1,200 -15%
HPM
74
Hoxton Planning & Management
West Virginia
$359K +$342K +6,611 New
MYIA
75
Mount Yale Investment Advisors
Colorado
$357K +$71.5K +1,382 +27%