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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
76
Davis Wealth Advisors
New Hampshire
$980K -$681K -10,053 -41%
EFG
77
Elios Financial Group
Ohio
$899K +$68 +1 +0%
VWA
78
VERITY Wealth Advisors
United States
$893K +$28.9K +426 +3%
Lazard Asset Management
79
Lazard Asset Management
New York
$889K – – –
PP
80
Prudential plc
United Kingdom
$862K – – –
Bank of New York Mellon
81
Bank of New York Mellon
New York
$845K -$419K -6,178 -33%
MOS
82
MGO One Seven
Ohio
$788K -$419K -6,184 -35%
FIM
83
Freedom Investment Management
Connecticut
$784K +$94.7K +1,397 +14%
APW
84
Austin Private Wealth
Texas
$779K -$303K -4,469 -28%
MC
85
Moors & Cabot
Massachusetts
$777K +$32.5K +479 +4%
GM
86
GeoWealth Management
Illinois
$756K +$168K +2,473 +28%
SA
87
Skyline Advisors
Washington
$743K -$10.1K -149 -1%
DT
88
Diversified Trust
Tennessee
$733K +$97.9K +1,445 +15%
MFG
89
Magnus Financial Group
New York
$722K +$2.98K +44 +0.4%
AIA
90
Ally Invest Advisors
North Carolina
$720K +$85.9K +1,268 +13%
WF
91
Warner Financial
Maryland
$713K +$45.3K +668 +7%
LRIA
92
Leonard Rickey Investment Advisors
Washington
$705K -$10.2K -151 -1%
SWP
93
Stratos Wealth Partners
Ohio
$692K -$148K -2,184 -18%
BCI
94
Brinker Capital Investments
Pennsylvania
$676K +$681K +10,044 New
OPS
95
Orion Portfolio Solutions
Nebraska
$676K +$681K +10,044 New
EWM
96
Empirical Wealth Management
Washington
$663K – – –
SW
97
SoFi Wealth
California
$654K +$563K +8,312 +592%
Betterment LLC
98
Betterment LLC
New York
$652K -$44.2K -652 -6%
WA
99
Wealth Alliance
New York
$645K -$381K -5,615 -37%
JFG
100
JMG Financial Group
Illinois
$629K -$183K -2,693 -22%