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iShares ESG Advanced MSCI EAFE ETF
DMXF

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
101
Haverford Trust Company
Pennsylvania
$455K – – –
GSWM
102
Golden State Wealth Management
California
$451K +$3.2K +42 +0.7%
ACA
103
Aptus Capital Advisors
Alabama
$449K +$5.34K +70 +1%
CPBTD
104
Central Pacific Bank - Trust Division
Hawaii
$440K +$46.8K +614 +12%
FIT
105
Financially in Tune
Massachusetts
$433K +$439K +5,760 New
KPWS
106
Kestra Private Wealth Services
Texas
$429K +$9.91K +130 +2%
PP
107
Prudential plc
United Kingdom
$428K -$99.2K -1,300 -19%
IWC
108
Integrated Wealth Concepts
Massachusetts
$411K -$1.37M -18,010 -77%
AAS
109
Ameritas Advisory Services
Nebraska
$405K +$411K +5,395 New
PAG
110
Private Advisor Group
New Jersey
$391K +$10.3K +135 +3%
SFMG
111
Sage Financial Management Group
Virginia
$363K +$1.98K +26 +0.5%
CA
112
CoreCap Advisors
Michigan
$354K +$13.7K +180 +4%
OL
113
Optas LLC
Texas
$351K -$1.98K -26 -0.6%
MSFS
114
Main Street Financial Solutions
Pennsylvania
$344K -$136K -1,777 -28%
SPIA
115
Steward Partners Investment Advisory
New York
$340K -$91.1K -1,195 -21%
CWM
116
Connecticut Wealth Management
Connecticut
$333K +$29.7K +389 +10%
AM
117
AGF Management
Ontario, Canada
$323K +$45.8K +600 +16%
HI
118
Humankind Investments
New York
$323K +$6.79K +89 +2%
AG
119
Ascent Group
Virginia
$311K -$3.58K -47 -1%
MMA
120
Miracle Mile Advisors
California
$309K +$2.75K +36 +0.9%
SAI
121
Savvy Advisors Inc
New York
$304K +$7.78K +102 +3%
FHA
122
Flagship Harbor Advisors
Massachusetts
$298K +$16.3K +214 +6%
MPWS
123
McCarter Private Wealth Services
Massachusetts
$284K +$288K +3,776 New
PDL
124
Portfolio Design Labs
California
$283K – – –
CW
125
CreativeOne Wealth
Kansas
$282K +$1.14K +15 +0.4%
3 4
5
6 7