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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CC
126
Copperleaf Capital
North Carolina
$388K +$88.7K +1,304 +28%
CW
127
CreativeOne Wealth
Kansas
$378K +$86.7K +1,275 +28%
WWG
128
West Wealth Group
California
$368K +$64.9K +955 +20%
SA
129
Stewardship Advisors
Pennsylvania
$366K +$97.5K +1,434 +34%
TF
130
Theory Financial
Colorado
$358K +$376K +5,538 New
SWA
131
Stratos Wealth Advisors
Ohio
$353K +$12.2K +180 +3%
BFG
132
Buttonwood Financial Group
Missouri
$350K +$20.9K +308 +6%
MPW
133
Monterey Private Wealth
California
$349K +$5.03K +74 +1%
PFA
134
Pathway Financial Advisors
Vermont
$348K +$10.4K +153 +3%
PAG
135
Private Advisor Group
New Jersey
$335K -$2.72K -40 -0.8%
AI
136
Atria Investments
North Carolina
$334K -$77.4K -1,138 -18%
EL
137
EQ LLC
Washington
$330K +$117K +1,724 +51%
FA
138
Financial Advisors
Massachusetts
$328K +$2.79K +41 +0.8%
WI
139
WrapManager Inc
California
$323K -$38.8K -570 -10%
FLPIM
140
F.L. Putnam Investment Management
Massachusetts
$317K -$204 -3 -0.1%
SAI
141
Savvy Advisors Inc
New York
$304K +$320K +4,711 New
JBA
142
Johnson Bixby & Associates
Washington
$301K +$11.8K +174 +4%
FHA
143
First Horizon Advisors
Tennessee
$292K -$202K -2,974 -40%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$287K +$94.2K +1,385 +45%
CA
145
CoreCap Advisors
Michigan
$285K +$46.1K +678 +18%
MCM
146
MAI Capital Management
Ohio
$279K +$294K +4,320 New
AA
147
Armis Advisers
Georgia
$272K +$286K +4,208 New
LWA
148
Lifelong Wealth Advisors
Minnesota
$267K +$281K +4,127 New
VWM
149
Venturi Wealth Management
Texas
$267K +$26.6K +391 +10%
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$267K +$280K +4,125 New