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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
$390K +$81.2K +1,194 +25%
CC
127
Copperleaf Capital
North Carolina
$388K +$88.7K +1,304 +28%
CW
128
CreativeOne Wealth
Kansas
$378K +$86.7K +1,275 +28%
WWG
129
West Wealth Group
California
$368K +$64.9K +955 +20%
SA
130
Stewardship Advisors
Pennsylvania
$366K +$97.5K +1,434 +34%
TF
131
Theory Financial
Colorado
$358K +$376K +5,538 New
SWA
132
Stratos Wealth Advisors
Ohio
$353K +$12.2K +180 +3%
BFG
133
Buttonwood Financial Group
Missouri
$350K +$20.9K +308 +6%
MPW
134
Monterey Private Wealth
California
$349K +$5.03K +74 +1%
PFA
135
Pathway Financial Advisors
Vermont
$348K +$10.4K +153 +3%
PAG
136
Private Advisor Group
New Jersey
$335K -$2.72K -40 -0.8%
AI
137
Atria Investments
North Carolina
$334K -$77.4K -1,138 -18%
EL
138
EQ LLC
Washington
$330K +$117K +1,724 +51%
FA
139
Financial Advisors
Massachusetts
$328K +$2.79K +41 +0.8%
WI
140
WrapManager Inc
California
$323K -$38.8K -570 -10%
FLPIM
141
F.L. Putnam Investment Management
Massachusetts
$317K -$204 -3 -0.1%
SAI
142
Savvy Advisors Inc
New York
$304K +$320K +4,711 New
JBA
143
Johnson Bixby & Associates
Washington
$301K +$11.8K +174 +4%
FHA
144
First Horizon Advisors
Tennessee
$292K -$202K -2,974 -40%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$287K +$94.2K +1,385 +45%
CA
146
CoreCap Advisors
Michigan
$285K +$46.1K +678 +18%
MCM
147
MAI Capital Management
Ohio
$279K +$294K +4,320 New
AA
148
Armis Advisers
Georgia
$272K +$286K +4,208 New
LWA
149
Lifelong Wealth Advisors
Minnesota
$267K +$281K +4,127 New
VWM
150
Venturi Wealth Management
Texas
$267K +$26.6K +391 +10%