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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$2.12M -$83.3K -1,066 -4%
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$1.97M -$105K -1,339 -5%
IWC
53
Integrated Wealth Concepts
Massachusetts
$1.91M +$1.56M +19,909 +364%
XPN
54
XY Planning Network
Montana
$1.9M +$62.2K +796 +3%
Wells Fargo
55
Wells Fargo
California
$1.8M +$239K +3,061 +15%
AIM
56
Archer Investment Management
Texas
$1.78M +$1.84M +23,526 New
OIA
57
OneDigital Investment Advisors
Kansas
$1.77M +$914K +11,688 +100%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$1.67M -$59.4K -760 -3%
Bank of America
59
Bank of America
North Carolina
$1.66M -$142K -1,813 -8%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$1.6M +$72.6K +929 +5%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$1.6M +$970K +12,401 +141%
GAM
62
Gould Asset Management
California
$1.56M +$95.4K +1,220 +6%
OWM
63
Opes Wealth Management
California
$1.55M +$48.5K +620 +3%
Jane Street
64
Jane Street
New York
$1.52M +$28.9K +369 +2%
SRB
65
Shotwell Rutter Baer
Michigan
$1.48M +$3.52K +45 +0.2%
FPF
66
First Pacific Financial
Washington
$1.46M -$2.89K -37 -0.2%
PL
67
Plancorp LLC
Missouri
$1.44M
WF
68
Warner Financial
Maryland
$1.4M +$255K +3,264 +21%
SA
69
Sanctuary Advisors
Indiana
$1.4M +$852K +10,901 +143%
GM
70
GeoWealth Management
Illinois
$1.38M +$1.43M +18,242 New
Cerity Partners
71
Cerity Partners
New York
$1.37M +$748K +9,561 +111%
RWP
72
Revolve Wealth Partners
New Jersey
$1.37M -$8.21K -105 -0.6%
F8IS
73
Figure 8 Investment Strategies
Idaho
$1.28M +$43.7K +559 +3%
HGWM
74
Horst & Graben Wealth Management
Oregon
$1.27M +$1.23M +15,788 New
Creative Planning
75
Creative Planning
Kansas
$1.25M -$29.9K -382 -2%