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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
126
Morgan Stanley
New York
$348K +$208K +3,003 +164%
WWG
127
West Wealth Group
California
$342K +$57K +823 +21%
CC
128
Copperleaf Capital
North Carolina
$339K
CW
129
CreativeOne Wealth
Kansas
$330K +$92.1K +1,331 +41%
JBA
130
Johnson Bixby & Associates
Washington
$323K -$47.6K -688 -13%
MCC
131
Maiden Cove Capital
Maine
$311K +$61K +881 +26%
SA
132
Stewardship Advisors
Pennsylvania
$305K +$293K +4,236 New
BRWA
133
B. Riley Wealth Advisors
Florida
$298K -$35.2K -509 -11%
CWM
134
Concentric Wealth Management
California
$291K
PWA
135
Physician Wealth Advisors
Utah
$288K +$72.8K +1,052 +34%
LIA
136
LifePlan Investment Advisors
North Carolina
$271K +$37.8K +546 +17%
CA
137
CoreCap Advisors
Michigan
$269K +$18.5K +267 +8%
VWM
138
Venturi Wealth Management
Texas
$269K +$3.67K +53 +1%
GWP
139
Gen-Wealth Partners
Michigan
$266K +$69.4K +1,003 +35%
SPAS
140
Spectrum Planning & Advisory Services
California
$265K +$254K +3,675 New
WA
141
WBH Advisory
Maryland
$259K +$249K +3,591 New
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$249K +$240K +3,463 New
PHWM
143
Pine Harbor Wealth Management
Maryland
$249K
MW
144
Marcum Wealth
Ohio
$247K +$2.7K +39 +1%
MLA
145
My Legacy Advisors
Oregon
$246K +$236K +3,416 New
HPM
146
Hoxton Planning & Management
West Virginia
$245K +$236K +3,402 New
EL
147
EQ LLC
Washington
$244K +$235K +3,389 New
Stifel Financial
148
Stifel Financial
Missouri
$236K +$277 +4 +0.1%
Mariner
149
Mariner
Kansas
$230K +$221K +3,190 New
AM
150
AGF Management
Ontario, Canada
$223K