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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
76
VERITY Wealth Advisors
United States
$988K
Lazard Asset Management
77
Lazard Asset Management
New York
$983K
WF
78
Warner Financial
Maryland
$976K +$179K +2,526 +24%
PP
79
Prudential plc
United Kingdom
$953K
AIA
80
Ally Invest Advisors
North Carolina
$925K +$123K +1,743 +16%
MC
81
Moors & Cabot
Massachusetts
$915K +$52.9K +748 +6%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$914K -$19.5K -276 -2%
BCI
83
Brinker Capital Investments
Pennsylvania
$889K +$134K +1,898 +19%
MOS
84
MGO One Seven
Ohio
$868K -$2.69K -38 -0.3%
EFG
85
Elios Financial Group
Ohio
$859K -$128K -1,816 -14%
APW
86
Austin Private Wealth
Texas
$858K -$2.62K -37 -0.3%
ISFAN
87
Investor's Fiduciary Advisor Network
Washington
$832K -$809K -11,452 -51%
SA
88
Skyline Advisors
Washington
$824K +$1.98K +28 +0.3%
MFG
89
Magnus Financial Group
New York
$811K +$12.7K +180 +2%
DT
90
Diversified Trust
Tennessee
$810K
FIM
91
Freedom Investment Management
Connecticut
$803K -$60.2K -851 -7%
UFAC
92
Urban Financial Advisory Corp
Illinois
$764K +$725K +10,263 New
SWP
93
Stratos Wealth Partners
Ohio
$729K -$33.4K -472 -5%
LRIA
94
Leonard Rickey Investment Advisors
Washington
$729K -$60.4K -855 -8%
Betterment LLC
95
Betterment LLC
New York
$724K +$3.25K +46 +0.5%
MFG
96
Merit Financial Group
Georgia
$715K +$219K +3,092 +47%
WA
97
Wealth Alliance
New York
$707K -$5.58K -79 -0.8%
AAS
98
Avantax Advisory Services
Texas
$707K +$48.8K +691 +8%
JFG
99
JMG Financial Group
Illinois
$696K
FFA
100
Farther Finance Advisors
California
$683K -$12.9K -183 -2%