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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$779K -$5.58M -74,997 -88%
UFAC
77
Urban Financial Advisory Corp
Illinois
$777K
F8IS
78
Figure 8 Investment Strategies
Idaho
$774K +$105K +1,412 +16%
SWP
79
Stratos Wealth Partners
Ohio
$749K +$7.3K +98 +1%
LRIA
80
Leonard Rickey Investment Advisors
Washington
$735K -$6.7K -90 -0.9%
Raymond James Financial
81
Raymond James Financial
Florida
$718K +$119K +1,601 +20%
Betterment LLC
82
Betterment LLC
New York
$701K -$35.7K -479 -5%
JFG
83
JMG Financial Group
Illinois
$700K -$8.34K -112 -1%
EWM
84
Empirical Wealth Management
Washington
$693K
Franklin Resources
85
Franklin Resources
California
$686K
Cerity Partners
86
Cerity Partners
New York
$653K
RA
87
RFG Advisory
Alabama
$616K -$70.6K -948 -10%
MPW
88
MA Private Wealth
California
$603K -$28.2K -379 -5%
MCM
89
MAI Capital Management
Ohio
$585K +$221K +2,965 +62%
SA
90
Sanctuary Advisors
Indiana
$568K -$1.01M -13,573 -64%
KAS
91
Kestra Advisory Services
Texas
$553K -$97.6K -1,311 -15%
HHGA
92
Halbert Hargrove Global Advisors
California
$552K +$5.88K +79 +1%
PP
93
Prudential plc
United Kingdom
$530K -$432K -5,800 -45%
SC
94
Savant Capital
Illinois
$511K +$502K +6,743 New
SA
95
Stewardship Advisors
Pennsylvania
$502K +$15.3K +205 +3%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$485K -$2.13M -28,671 -82%
MSFS
97
Main Street Financial Solutions
Pennsylvania
$482K
AWM
98
Ariadne Wealth Management
California
$476K -$10.7K -144 -2%
FIM
99
Freedom Investment Management
Connecticut
$469K -$342K -4,592 -43%
HTC
100
Haverford Trust Company
Pennsylvania
$459K