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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Concentric Wealth Management
California
$273K +$1.55K +23 +0.6%
WWG
127
West Wealth Group
California
$264K -$6.69K -99 -2%
BFG
128
Buttonwood Financial Group
Missouri
$251K +$20.7K +306 +9%
VWM
129
Venturi Wealth Management
Texas
$248K +$4.59K +68 +2%
CA
130
CoreCap Advisors
Michigan
$234K +$1.49K +22 +0.6%
MCC
131
Maiden Cove Capital
Maine
$234K +$232K +3,430 New
PHWM
132
Pine Harbor Wealth Management
Maryland
$233K +$234K +3,460 New
MW
133
Marcum Wealth
Ohio
$228K +$405 +6 +0.2%
Goldman Sachs
134
Goldman Sachs
New York
$225K
Stifel Financial
135
Stifel Financial
Missouri
$221K +$1.35K +20 +0.6%
CW
136
CreativeOne Wealth
Kansas
$219K -$9.18K -136 -4%
LIA
137
LifePlan Investment Advisors
North Carolina
$217K -$3.71K -55 -2%
PWA
138
Physician Wealth Advisors
Utah
$215K -$1.89K -28 -0.9%
AWM
139
Ariadne Wealth Management
California
$211K +$212K +3,132 New
AM
140
AGF Management
Ontario, Canada
$209K -$176K -2,600 -46%
RWM
141
RKL Wealth Management
Pennsylvania
$209K +$3.11K +46 +2%
SWA
142
SOA Wealth Advisors
New York
$207K
GWP
143
Gen-Wealth Partners
Michigan
$194K +$11.5K +170 +6%
KFP
144
Keener Financial Planning
Texas
$182K
BFO
145
Biltmore Family Office
North Carolina
$169K
MIA
146
Milestone Investment Advisors
Wisconsin
$159K +$270 +4 +0.2%
HI
147
Harbour Investments
Wisconsin
$149K +$473 +7 +0.3%
CAL
148
Capital Analysts LLC
Pennsylvania
$140K +$16.1K +238 +13%
Morgan Stanley
149
Morgan Stanley
New York
$124K -$44.2K -655 -26%
SWM
150
Sugarloaf Wealth Management
Georgia
$110K