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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
126
Concourse Financial Group Securities
Alabama
$282K +$59.4K +905 +28%
WWG
127
West Wealth Group
California
$274K +$4.66K +71 +2%
CWM
128
Concentric Wealth Management
California
$274K +$264K +4,020 New
Citadel Advisors
129
Citadel Advisors
Florida
$252K +$242K +3,694 New
VWM
130
Venturi Wealth Management
Texas
$246K +$4.99K +76 +2%
CA
131
CoreCap Advisors
Michigan
$235K -$8.46K -129 -4%
AG
132
Ascent Group
Virginia
$234K +$197 +3 +0.1%
BFG
133
Buttonwood Financial Group
Missouri
$233K +$224K +3,415 New
MW
134
Marcum Wealth
Ohio
$230K +$197 +3 +0.1%
CW
135
CreativeOne Wealth
Kansas
$230K +$222K +3,382 New
Goldman Sachs
136
Goldman Sachs
New York
$227K +$219K +3,337 New
LIA
137
LifePlan Investment Advisors
North Carolina
$223K +$214K +3,267 New
Stifel Financial
138
Stifel Financial
Missouri
$222K +$213K +3,252 New
BWS
139
Buck Wealth Strategies
Colorado
$216K +$208K +3,166 New
SWA
140
SOA Wealth Advisors
New York
$209K
RWM
141
RKL Wealth Management
Pennsylvania
$208K -$8.2K -125 -4%
AWM
142
Apollon Wealth Management
South Carolina
$205K -$13.3K -203 -6%
PWA
143
Physician Wealth Advisors
Utah
$202K +$203K +3,096 New
KFP
144
Keener Financial Planning
Texas
$185K
GWP
145
Gen-Wealth Partners
Michigan
$185K +$178K +2,712 New
BFO
146
Biltmore Family Office
North Carolina
$170K -$592K -9,028 -78%
Morgan Stanley
147
Morgan Stanley
New York
$170K +$74.6K +1,137 +84%
SWM
148
Spire Wealth Management
Virginia
$166K -$16.1K -246 -9%
MIA
149
Milestone Investment Advisors
Wisconsin
$161K -$262 -4 -0.2%
HI
150
Harbour Investments
Wisconsin
$150K +$1.25K +19 +0.9%