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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
101
Betterment LLC
New York
$414K -$11.3K -191 -3%
PFA
102
Pathway Financial Advisors
Vermont
$408K
AM
103
AGF Management
Ontario, Canada
$383K -$23.7K -400 -6%
FHA
104
First Horizon Advisors
Tennessee
$381K -$6.75K -114 -2%
WI
105
WrapManager Inc
California
$381K -$13.1K -222 -4%
JBA
106
Johnson Bixby & Associates
Washington
$375K -$3.85K -65 -1%
FIM
107
Freedom Investment Management
Connecticut
$366K +$339K +5,728 New
BCI
108
Brinker Capital Investments
Pennsylvania
$365K +$21K +355 +7%
OPS
109
Orion Portfolio Solutions
Nebraska
$365K +$21K +355 +7%
RBA
110
Richard Bernstein Advisors
New York
$360K -$79.9K -1,351 -19%
KFSC
111
Keystone Financial Services (Colorado)
Colorado
$360K +$38.6K +652 +13%
SB
112
Strategic Blueprint
Georgia
$354K +$9.05K +153 +3%
HPFG
113
Hart & Patterson Financial Group
Massachusetts
$353K +$327K +5,527 New
TC
114
TownSquare Capital
Utah
$349K -$21.8K -369 -6%
OWMIAS
115
One Wealth Management Investment & Advisory Services
Florida
$349K +$324K +5,469 New
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$337K +$473 +8 +0.2%
MPW
117
Monterey Private Wealth
California
$326K +$2.72K +46 +0.9%
PTC
118
Private Trust Company
Ohio
$323K
5SA
119
5th Street Advisors
Connecticut
$321K -$1.54K -26 -0.5%
SWA
120
Stratos Wealth Advisors
Ohio
$320K +$5.21K +88 +2%
AA
121
Aire Advisors
California
$320K +$1.01K +17 +0.3%
FFA
122
Farther Finance Advisors
California
$313K -$9.05K -153 -3%
RJFSA
123
Raymond James Financial Services Advisors
Florida
$300K -$116K -1,967 -29%
PWM
124
Perigon Wealth Management
California
$264K -$6.92K -117 -3%
CC
125
Copperleaf Capital
North Carolina
$253K +$2.43K +41 +1%