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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
76
Austin Private Wealth
Texas
$696K +$36.9K +624 +6%
WA
77
Wealth Alliance
New York
$694K +$4.79K +81 +0.8%
CAM
78
Crestone Asset Management
Colorado
$692K +$46.4K +784 +8%
DI
79
DFPG Investments
Utah
$660K -$37.7K -637 -6%
EWM
80
Empirical Wealth Management
Washington
$648K
VWA
81
VERITY Wealth Advisors
United States
$643K -$16.3K -276 -3%
SWP
82
Stratos Wealth Partners
Ohio
$577K -$6.86K -116 -1%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$562K -$1.2M -20,229 -70%
MC
84
Moors & Cabot
Massachusetts
$560K +$82.4K +1,393 +19%
KAS
85
Kestra Advisory Services
Texas
$559K -$15.6K -264 -3%
DT
86
Diversified Trust
Tennessee
$547K -$17K -288 -3%
Creative Planning
87
Creative Planning
Kansas
$530K +$491K +8,295 New
CA
88
Cetera Advisors
Colorado
$520K +$17.5K +295 +4%
MPW
89
MA Private Wealth
California
$513K -$1.89K -32 -0.4%
AAS
90
Avantax Advisory Services
Texas
$509K +$5.38K +91 +1%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$495K +$415K +7,021 +1,048%
RWP
92
Revolve Wealth Partners
New Jersey
$488K +$452K +7,638 New
OL
93
Optas LLC
Texas
$486K -$80.1K -1,354 -15%
WIA
94
World Investment Advisors
California
$477K +$26.8K +453 +6%
SCA
95
Snowden Capital Advisors
New York
$474K +$9.76K +165 +2%
AWM
96
AE Wealth Management
Kansas
$452K -$13.3K -225 -3%
RIA
97
Regal Investment Advisors
Michigan
$449K -$8.16K -138 -2%
AIA
98
Ally Invest Advisors
North Carolina
$442K +$29.8K +504 +8%
MYIA
99
Mount Yale Investment Advisors
Colorado
$440K +$10.5K +177 +3%
MSFS
100
Main Street Financial Solutions
Pennsylvania
$423K -$10.1K -170 -3%