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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$772K +$768K +12,672 New
SPIA
52
Steward Partners Investment Advisory
New York
$760K +$43.9K +725 +6%
JFG
53
JMG Financial Group
Illinois
$755K +$125K +2,064 +20%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$747K +$216K +3,558 +41%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$727K +$677K +11,174 +2,013%
WA
56
Wealth Alliance
New York
$691K -$7.39K -122 -1%
DI
57
DFPG Investments
Utah
$672K +$6.72K +111 +1%
CAM
58
Crestone Asset Management
Colorado
$670K +$29.9K +494 +5%
CWM
59
Congress Wealth Management
Massachusetts
$658K -$666 -11 -0.1%
BFO
60
Biltmore Family Office
North Carolina
$631K -$96.9K -1,600 -13%
LRIA
61
Leonard Rickey Investment Advisors
Washington
$628K -$5.39K -89 -0.9%
EWM
62
Empirical Wealth Management
Washington
$618K
APW
63
Austin Private Wealth
Texas
$618K +$31.4K +519 +5%
VWA
64
VERITY Wealth Advisors
United States
$616K +$44.3K +731 +8%
GAM
65
Gould Asset Management
California
$559K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$549K -$139K -2,292 -20%
DT
67
Diversified Trust
Tennessee
$544K -$14.5K -240 -3%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$542K +$178K +2,933 +49%
Wells Fargo
69
Wells Fargo
California
$501K +$147K +2,430 +42%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$500K -$9.63K -159 -2%
MPW
71
MA Private Wealth
California
$491K
AAS
72
Avantax Advisory Services
Texas
$475K +$45.1K +745 +11%
AWM
73
AE Wealth Management
Kansas
$473K +$49.5K +817 +12%
CA
74
Cetera Advisors
Colorado
$461K +$48.2K +795 +12%
Stifel Financial
75
Stifel Financial
Missouri
$442K -$3.33K -55 -0.8%