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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
76
Lazard Asset Management
New York
$951K
WA
77
Wealth Alliance
New York
$946K +$108K +1,558 +13%
VWA
78
VERITY Wealth Advisors
United States
$925K
PWM
79
Perigon Wealth Management
California
$890K +$245K +3,535 +40%
SA
80
Skyline Advisors
Washington
$884K +$14.9K +215 +2%
EFG
81
Elios Financial Group
Ohio
$882K +$848K +12,246 New
AAS
82
Avantax Advisory Services
Texas
$791K +$64.5K +932 +9%
LRIA
83
Leonard Rickey Investment Advisors
Washington
$769K -$7.48K -108 -1%
RIA
84
Regal Investment Advisors
Michigan
$764K +$196K +2,829 +36%
SCA
85
Snowden Capital Advisors
New York
$717K +$126K +1,825 +22%
DAS
86
Diversify Advisory Services
Utah
$710K -$60.2K -870 -8%
EWM
87
Empirical Wealth Management
Washington
$710K -$20.8K -300 -3%
Betterment LLC
88
Betterment LLC
New York
$702K -$59.5K -860 -8%
KAS
89
Kestra Advisory Services
Texas
$683K -$59.9K -866 -8%
MC
90
Moors & Cabot
Massachusetts
$674K -$415 -6 -0.1%
WIA
91
World Investment Advisors
California
$673K +$106K +1,538 +20%
HPFG
92
Hart & Patterson Financial Group
Massachusetts
$646K -$2.01K -29 -0.3%
AIA
93
Ally Invest Advisors
North Carolina
$634K +$107K +1,552 +21%
DT
94
Diversified Trust
Tennessee
$631K
TC
95
TownSquare Capital
Utah
$615K +$149K +2,153 +34%
SWP
96
Stratos Wealth Partners
Ohio
$596K -$3.67K -53 -0.6%
MPW
97
MA Private Wealth
California
$594K +$15.4K +223 +3%
KFSC
98
Keystone Financial Services (Colorado)
Colorado
$589K +$133K +1,916 +31%
MFG
99
Magnus Financial Group
New York
$577K +$105K +1,516 +23%
Franklin Resources
100
Franklin Resources
California
$545K