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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$1.36M -$1.97M -30,092 -60%
EH
52
Equitable Holdings
New York
$1.34M +$62.3K +950 +5%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$1.33M +$21.3K +324 +2%
Osaic Holdings
54
Osaic Holdings
Arizona
$1.31M -$7.97M -121,467 -86%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.29M +$80.1K +1,221 +7%
HHGA
56
Halbert Hargrove Global Advisors
California
$1.27M +$29.1K +443 +2%
SPIA
57
Steward Partners Investment Advisory
New York
$1.25M +$100K +1,529 +9%
PL
58
Plancorp LLC
Missouri
$1.24M -$17.4K -265 -1%
GAM
59
Gould Asset Management
California
$1.23M +$266K +4,050 +29%
WFA
60
Wade Financial Advisory
California
$1.18M -$12.1K -185 -1%
CA
61
Cetera Advisors
Colorado
$1.12M +$546K +8,327 +102%
Prudential Financial
62
Prudential Financial
New Jersey
$1.04M +$40.5K +617 +4%
CWM
63
Congress Wealth Management
Massachusetts
$1.03M -$8.07K -123 -0.8%
PP
64
Prudential plc
United Kingdom
$1.02M
JFG
65
JMG Financial Group
Illinois
$961K +$143K +2,176 +18%
Creative Planning
66
Creative Planning
Kansas
$933K +$354K +5,398 +65%
Wells Fargo
67
Wells Fargo
California
$923K +$66.4K +1,012 +8%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$914K +$51.2K +780 +6%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$901K +$66.1K +1,008 +8%
Lazard Asset Management
70
Lazard Asset Management
New York
$899K -$39.7K -605 -4%
MIS
71
Morningstar Investment Services
Illinois
$890K -$345K -5,256 -29%
VWA
72
VERITY Wealth Advisors
United States
$875K +$182K +2,771 +28%
Pathstone Holdings
73
Pathstone Holdings
New Jersey
$843K +$32.9K +501 +4%
CAM
74
Crestone Asset Management
Colorado
$843K +$102K +1,550 +14%
MOS
75
MGO One Seven
Ohio
$818K -$1.31K -20 -0.2%