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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFSC
126
Keystone Financial Services (Colorado)
Colorado
$399K -$153K -2,258 -28%
MW
127
Maia Wealth
Colorado
$393K -$160K -2,360 -28%
EL
128
EQ LLC
Washington
$392K +$47.6K +703 +14%
DAS
129
Diversify Advisory Services
Utah
$382K -$182K -2,681 -33%
MPW
130
Monterey Private Wealth
California
$364K – – –
PFA
131
Pathway Financial Advisors
Vermont
$363K – – –
PAG
132
Private Advisor Group
New Jersey
$362K +$12.5K +185 +4%
LIA
133
LifePlan Investment Advisors
North Carolina
$349K -$69.4K -1,024 -16%
FA
134
Financial Advisors
Massachusetts
$342K – – –
WFS
135
WealthGarden F.S.
California
$337K -$97.1K -1,432 -22%
MWM
136
MBE Wealth Management
Wisconsin
$337K +$339K +5,005 New
AAP
137
Arax Advisory Partners
Colorado
$337K +$170K +2,502 +100%
CA
138
CoreCap Advisors
Michigan
$337K +$39.6K +584 +13%
SFMG
139
Sage Financial Management Group
Virginia
$328K +$330K +4,872 New
MCM
140
MAI Capital Management
Ohio
$296K +$4.88K +72 +2%
SAI
141
Savvy Advisors Inc
New York
$291K -$26.8K -396 -8%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$287K -$12.1K -178 -4%
EWA
143
EverSource Wealth Advisors
Alabama
$278K -$283K -4,181 -50%
SPAS
144
Spectrum Planning & Advisory Services
California
$274K +$23.4K +345 +9%
AI
145
Atria Investments
North Carolina
$273K -$76.1K -1,123 -22%
CC
146
Copperleaf Capital
North Carolina
$269K -$136K -2,013 -34%
SB
147
Strategic Blueprint
Georgia
$267K -$147K -2,167 -35%
AA
148
Armis Advisers
Georgia
$266K -$17.5K -258 -6%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$259K -$3.39K -50 -1%
OPWM
150
Oregon Pacific Wealth Management
Oregon
$250K -$194K -2,865 -44%