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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$350K +$73.1K +1,413 +26%
FHA
77
First Horizon Advisors
Tennessee
$346K -$49.5K -957 -13%
CCM
78
Coldstream Capital Management
Washington
$341K +$326K +6,290 New
MPW
79
MA Private Wealth
California
$340K +$95.4K +1,844 +42%
OPS
80
Orion Portfolio Solutions
Nebraska
$337K +$13.2K +255 +4%
Wells Fargo
81
Wells Fargo
California
$334K +$9.73K +188 +3%
3LCM
82
3D/L Capital Management
Connecticut
$332K -$22.2K -429 -7%
AA
83
Aire Advisors
California
$324K +$932 +18 +0.3%
PFA
84
Pathway Financial Advisors
Vermont
$319K -$118K -2,271 -28%
AAS
85
Avantax Advisory Services
Texas
$319K +$51.1K +987 +20%
Fiera Capital (Canada)
86
Fiera Capital (Canada)
Quebec, Canada
$314K +$299K +5,780 New
SB
87
Strategic Blueprint
Georgia
$310K -$69.2K -1,336 -19%
JBA
88
Johnson Bixby & Associates
Washington
$301K -$46.1K -891 -14%
PFGIA
89
Patriot Financial Group Insurance Agency
Massachusetts
$293K -$932 -18 -0.3%
KFSC
90
Keystone Financial Services (Colorado)
Colorado
$293K -$84.4K -1,630 -25%
WIA
91
World Investment Advisors
California
$280K +$31.5K +608 +13%
MSFS
92
Main Street Financial Solutions
Pennsylvania
$254K +$242K +4,676 New
BRWA
93
B. Riley Wealth Advisors
Florida
$252K +$8.7K +168 +4%
AIA
94
Ally Invest Advisors
North Carolina
$247K +$236K +4,558 New
AP
95
Adero Partners
California
$230K
SWA
96
Stratos Wealth Advisors
Ohio
$225K +$214K +4,144 New
OIA
97
OneDigital Investment Advisors
Kansas
$220K +$209K +4,045 New
D
98
Dentgroup
Louisiana
$219K +$209K +4,030 New
CW
99
CreativeOne Wealth
Kansas
$209K +$199K +3,847 New
Creative Planning
100
Creative Planning
Kansas
$209K +$199K +3,846 New