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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWG
126
West Wealth Group
California
$252K +$6.09K +103 +3%
BRWA
127
B. Riley Wealth Advisors
Florida
$247K -$151K -2,550 -40%
SW
128
SVB Wealth
Massachusetts
$245K -$45.9K -775 -17%
RJA
129
Raymond James & Associates
Florida
$231K -$17.9K -302 -8%
CA
130
CoreCap Advisors
Michigan
$229K -$10.1K -171 -5%
LNC
131
Lincoln National Corp
Pennsylvania
$227K -$8.05K -136 -4%
VWM
132
Venturi Wealth Management
Texas
$226K +$10.2K +172 +5%
AG
133
Ascent Group
Virginia
$222K -$4.02K -68 -2%
MW
134
Maia Wealth
Colorado
$222K +$206K +3,475 New
Ameriprise
135
Ameriprise
Minnesota
$218K +$202K +3,420 New
GIA
136
Goodwin Investment Advisory
Georgia
$217K -$141K -2,384 -41%
MW
137
Marcum Wealth
Ohio
$216K +$200K +3,377 New
CFGS
138
Concourse Financial Group Securities
Alabama
$207K +$145K +2,456 +316%
AWM
139
Apollon Wealth Management
South Carolina
$205K +$190K +3,211 New
RWM
140
RKL Wealth Management
Pennsylvania
$203K +$188K +3,175 New
SWA
141
SOA Wealth Advisors
New York
$196K +$10K +169 +6%
KFP
142
Keener Financial Planning
Texas
$173K +$160K +2,702 New
SWM
143
Spire Wealth Management
Virginia
$169K +$41.1K +695 +35%
MIA
144
Milestone Investment Advisors
Wisconsin
$151K +$118 +2 +0.1%
HI
145
Harbour Investments
Wisconsin
$140K +$19.6K +332 +18%
ASN
146
Advisory Services Network
Georgia
$130K +$121K +2,042 New
CFD
147
Creative Financial Designs
Indiana
$99.6K -$3.08K -52 -3%
SWM
148
Sugarloaf Wealth Management
Georgia
$98.1K
CAL
149
Capital Analysts LLC
Pennsylvania
$89K +$2.54K +43 +3%
RP
150
Raelipskie Partnership
Ontario, Canada
$86.8K +$80.4K +1,359 New