We are live on ! Find out more
DMXF icon

iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
CoreCap Advisors
Michigan
$206K +$197K +3,803 New
WWG
102
West Wealth Group
California
$203K +$193K +3,734 New
LFA
103
LGT Financial Advisors
Texas
$200K +$191K +3,683 New
AF
104
Advisornet Financial
Minnesota
$146K -$4.09K -79 -3%
CS
105
Comerica Securities
Michigan
$141K +$134K +2,590 New
SWA
106
SOA Wealth Advisors
New York
$131K +$89.4K +1,727 +251%
CFD
107
Creative Financial Designs
Indiana
$126K -$15.1K -292 -11%
PC
108
Pecaut & Co
Iowa
$108K +$17.5K +338 +20%
ASN
109
Advisory Services Network
Georgia
$106K +$101K +1,956 New
MIA
110
Milestone Investment Advisors
Wisconsin
$97K +$92.5K +1,787 New
SWM
111
Sugarloaf Wealth Management
Georgia
$90.3K
MBFW
112
Morton Brown Family Wealth
Pennsylvania
$81.9K +$78.1K +1,509 New
CPG
113
Cornerstone Planning Group
New Jersey
$76.4K +$67.9K +1,312 New
CAL
114
Capital Analysts LLC
Pennsylvania
$75K +$2.85K +55 +4%
BAM
115
Belpointe Asset Management
Nevada
$73.5K +$70.1K +1,354 New
OLVIG
116
Oliver Lagore Vanvalin Investment Group
Michigan
$68K -$19.3K -372 -23%
YAL
117
Your Advocates Ltd
Texas
$55.5K +$15.9K +307 +43%
SBL
118
Sargent Bickham Lagudis
Colorado
$51K +$259 +5 +0.5%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$50.3K +$1.97K +38 +4%
FCA
120
FinTrust Capital Advisors
South Carolina
$47.8K
EWA
121
EverSource Wealth Advisors
Alabama
$42.5K -$106K -2,048 -72%
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$36.7K
BWM
123
Baystate Wealth Management
Massachusetts
$35K +$33.3K +643 New
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$33K +$1.55K +30 +5%
TIM
125
Tortoise Investment Management
New York
$25.5K