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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Perigon Wealth Management
California
$1.44M +$155K +1,891 +13%
CFM
77
Cornerstone Financial Management
Massachusetts
$1.43M +$78.5K +960 +6%
UFAC
78
Urban Financial Advisory Corp
Illinois
$1.39M +$477K +5,829 +55%
FFA
79
Farther Finance Advisors
California
$1.37M +$182K +2,231 +16%
HGWM
80
Horst & Graben Wealth Management
Oregon
$1.35M +$26.2K +320 +2%
Lido Advisors
81
Lido Advisors
California
$1.31M -$48.6K -594 -4%
SWP
82
Stratos Wealth Partners
Ohio
$1.3M +$141K +1,720 +13%
EH
83
Equitable Holdings
New York
$1.27M +$17.2K +210 +1%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$1.24M -$39.2K -479 -3%
UCFA
85
United Capital Financial Advisors
Texas
$1.21M -$126K -1,540 -10%
NA
86
NewEdge Advisors
Louisiana
$1.2M +$304K +3,716 +35%
Franklin Resources
87
Franklin Resources
California
$1.18M
SHJ
88
Sharkey, Howes & Javer
Colorado
$1.18M -$57.6K -704 -5%
VWA
89
VERITY Wealth Advisors
United States
$1.14M +$7.52K +92 +0.7%
SWGC
90
Summit Wealth Group (Colorado)
Colorado
$1.13M -$6.29K -77 -0.6%
AIA
91
Ally Invest Advisors
North Carolina
$1.13M +$70.6K +863 +7%
Lazard Asset Management
92
Lazard Asset Management
New York
$1.12M
MC
93
Moors & Cabot
Massachusetts
$1.1M +$15.5K +189 +1%
Raymond James Financial
94
Raymond James Financial
Florida
$1.1M +$10.8K +132 +1%
BCI
95
Brinker Capital Investments
Pennsylvania
$1.1M +$106K +1,298 +11%
SPIA
96
Steward Partners Investment Advisory
New York
$1.07M +$87.9K +1,075 +9%
DT
97
Diversified Trust
Tennessee
$1.04M
SWM
98
SigFig Wealth Management
California
$996K +$7.19K +88 +0.7%
DWA
99
Davis Wealth Advisors
New Hampshire
$959K +$143K +1,752 +18%
PAG
100
Private Advisor Group
New Jersey
$927K +$373K +4,562 +71%