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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
101
Franklin Resources
California
$586K +$96.1K +1,414 +18%
OWCM
102
One Wealth Capital Management
Arizona
$573K +$603K +8,863 New
GM
103
GeoWealth Management
Illinois
$565K +$564K +8,302 +1,857%
Raymond James Financial
104
Raymond James Financial
Florida
$562K +$592K +8,704 New
MW
105
Maia Wealth
Colorado
$560K +$116K +1,706 +26%
WCF
106
West Coast Financial
California
$557K +$586K +8,622 New
MPW
107
MA Private Wealth
California
$539K +$6.12K +90 +1%
EWA
108
EverSource Wealth Advisors
Alabama
$537K +$95.9K +1,410 +20%
HCA
109
Heck Capital Advisors
Wisconsin
$537K +$565K +8,307 New
KFSC
110
Keystone Financial Services (Colorado)
Colorado
$529K +$680 +10 +0.1%
DAS
111
Diversify Advisory Services
Utah
$524K -$142K -2,095 -20%
CFGS
112
Concourse Financial Group Securities
Alabama
$515K +$89.4K +1,315 +21%
OL
113
Optas LLC
Texas
$505K +$53K +779 +11%
FFA
114
Farther Finance Advisors
California
$505K +$17.4K +256 +3%
PWM
115
Parkworth Wealth Management
California
$450K +$473K +6,963 New
GSWM
116
Golden State Wealth Management
California
$444K +$467K +6,872 New
MSFS
117
Main Street Financial Solutions
Pennsylvania
$433K +$38.1K +561 +9%
OPWM
118
Oregon Pacific Wealth Management
Oregon
$425K +$447K +6,580 New
Mariner
119
Mariner
Kansas
$423K +$228K +3,356 +105%
WFS
120
WealthGarden F.S.
California
$416K +$62.8K +924 +17%
TVAMP
121
Tennessee Valley Asset Management Partners
Tennessee
$412K +$433K +6,375 New
ACA
122
Aptus Capital Advisors
Alabama
$412K +$12.7K +187 +3%
LIA
123
LifePlan Investment Advisors
North Carolina
$401K +$166K +2,449 +65%
SB
124
Strategic Blueprint
Georgia
$396K -$32.8K -482 -7%
Morgan Stanley
125
Morgan Stanley
New York
$390K +$81.2K +1,194 +25%