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iShares ESG Advanced MSCI EAFE ETF
DMXF

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
101
Morningstar Investment Services
Illinois
$312K +$327K +5,475 New
BCI
102
Brinker Capital Investments
Pennsylvania
$308K -$65.4K -1,095 -17%
OPS
103
Orion Portfolio Solutions
Nebraska
$308K -$65.4K -1,095 -17%
SB
104
Strategic Blueprint
Georgia
$308K -$13.1K -220 -4%
ACA
105
Aptus Capital Advisors
Alabama
$302K -$1.79K -30 -0.6%
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$301K -$3.59K -60 -1%
MPW
107
Monterey Private Wealth
California
$289K – – –
PTC
108
Private Trust Company
Ohio
$289K +$8.96K +150 +3%
5SA
109
5th Street Advisors
Connecticut
$288K +$81.8K +1,369 +37%
FFA
110
Farther Finance Advisors
California
$288K +$21.6K +361 +8%
KFSC
111
Keystone Financial Services (Colorado)
Colorado
$284K +$2.39K +40 +0.8%
AA
112
Aire Advisors
California
$284K -$21.4K -358 -7%
SWA
113
Stratos Wealth Advisors
Ohio
$281K -$5.56K -93 -2%
SW
114
SVB Wealth
Massachusetts
$263K -$538 -9 -0.2%
PWM
115
Perigon Wealth Management
California
$243K +$22.7K +380 +10%
CC
116
Copperleaf Capital
North Carolina
$224K +$14K +234 +6%
RJA
117
Raymond James & Associates
Florida
$223K +$22.9K +384 +11%
WWG
118
West Wealth Group
California
$220K +$16.1K +269 +8%
CA
119
CoreCap Advisors
Michigan
$214K -$4.42K -74 -2%
LNC
120
Lincoln National Corp
Pennsylvania
$210K +$220K +3,683 New
AG
121
Ascent Group
Virginia
$201K +$1.25K +21 +0.6%
VWM
122
Venturi Wealth Management
Texas
$192K +$5.62K +94 +3%
SWA
123
SOA Wealth Advisors
New York
$166K – – –
MIA
124
Milestone Investment Advisors
Wisconsin
$135K – – –
SWM
125
Spire Wealth Management
Virginia
$113K +$39.3K +657 +50%
3 4
5
6 7