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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$671K +$419K +7,219 +178%
CWM
52
Congress Wealth Management
Massachusetts
$645K +$111K +1,910 +21%
OL
53
Optas LLC
Texas
$638K +$621K +10,699 New
DI
54
DFPG Investments
Utah
$637K +$621K +10,696 New
CAM
55
Crestone Asset Management
Colorado
$626K -$71.1K -1,226 -10%
LRIA
56
Leonard Rickey Investment Advisors
Washington
$619K +$4.41K +76 +0.7%
JFG
57
JMG Financial Group
Illinois
$616K -$163K -2,816 -21%
EWM
58
Empirical Wealth Management
Washington
$605K
APW
59
Austin Private Wealth
Texas
$573K -$74.9K -1,290 -12%
BPA
60
Beacon Pointe Advisors
California
$561K +$546K +9,417 New
VWA
61
VERITY Wealth Advisors
United States
$559K
GAM
62
Gould Asset Management
California
$547K
DT
63
Diversified Trust
Tennessee
$546K
Bank of New York Mellon
64
Bank of New York Mellon
New York
$519K -$138K -2,378 -21%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$498K -$1.39K -24 -0.3%
MPW
66
MA Private Wealth
California
$480K +$104K +1,796 +29%
GIA
67
Goodwin Investment Advisory
Georgia
$472K -$57.2K -985 -11%
Stifel Financial
68
Stifel Financial
Missouri
$435K -$68.9K -1,187 -14%
WIA
69
World Investment Advisors
California
$433K +$123K +2,114 +41%
RBA
70
Richard Bernstein Advisors
New York
$431K -$11.2K -193 -3%
Jane Street
71
Jane Street
New York
$422K -$1.21M -20,919 -75%
AAS
72
Avantax Advisory Services
Texas
$421K +$68.9K +1,187 +20%
AWM
73
AE Wealth Management
Kansas
$414K -$93K -1,602 -19%
CA
74
Cetera Advisors
Colorado
$404K -$22.5K -388 -5%
RIA
75
Regal Investment Advisors
Michigan
$402K -$49.7K -857 -11%