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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
76
Elios Financial Group
Ohio
$863K +$75.2K +1,106 +9%
Lazard Asset Management
77
Lazard Asset Management
New York
$853K
VWA
78
VERITY Wealth Advisors
United States
$830K
PP
79
Prudential plc
United Kingdom
$827K -$489K -7,200 -36%
SWP
80
Stratos Wealth Partners
Ohio
$805K +$284K +4,174 +50%
JFG
81
JMG Financial Group
Illinois
$778K -$143K -2,105 -15%
RIA
82
Regal Investment Advisors
Michigan
$776K +$95.8K +1,409 +13%
SCA
83
Snowden Capital Advisors
New York
$742K +$105K +1,539 +15%
SA
84
Skyline Advisors
Washington
$723K -$73.8K -1,086 -9%
RA
85
RFG Advisory
Alabama
$719K +$327K +4,808 +76%
MC
86
Moors & Cabot
Massachusetts
$715K +$116K +1,706 +18%
AAS
87
Avantax Advisory Services
Texas
$712K +$2.17K +32 +0.3%
LRIA
88
Leonard Rickey Investment Advisors
Washington
$698K +$9.18K +135 +1%
SWP
89
Sagespring Wealth Partners
Tennessee
$693K +$729K +10,728 New
MFG
90
Magnus Financial Group
New York
$690K +$181K +2,662 +33%
Betterment LLC
91
Betterment LLC
New York
$668K +$40.1K +590 +6%
HPFG
92
Hart & Patterson Financial Group
Massachusetts
$667K +$91.6K +1,348 +15%
WIA
93
World Investment Advisors
California
$667K +$65.9K +970 +10%
KAS
94
Kestra Advisory Services
Texas
$666K +$56.1K +825 +9%
FIM
95
Freedom Investment Management
Connecticut
$662K +$186K +2,730 +36%
WF
96
Warner Financial
Maryland
$641K +$173K +2,539 +34%
EWM
97
Empirical Wealth Management
Washington
$637K
DT
98
Diversified Trust
Tennessee
$610K +$46.4K +683 +8%
AIA
99
Ally Invest Advisors
North Carolina
$609K +$41.5K +610 +7%
Creative Planning
100
Creative Planning
Kansas
$606K -$309K -4,550 -33%