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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWCM
126
One Wealth Capital Management
Arizona
$449K -$8.62K -122 -2%
MW
127
Maia Wealth
Colorado
$441K -$1.06K -15 -0.3%
CW
128
CreativeOne Wealth
Kansas
$437K -$11.1K -157 -3%
PDL
129
Portfolio Design Labs
California
$422K +$401K +5,673 New
KFSC
130
Keystone Financial Services (Colorado)
Colorado
$415K -$25K -353 -6%
CPBTD
131
Central Pacific Bank - Trust Division
Hawaii
$390K +$132K +1,865 +55%
PFA
132
Pathway Financial Advisors
Vermont
$385K -$14.8K -210 -4%
PAG
133
Private Advisor Group
New Jersey
$374K -$24.3K -344 -6%
CA
134
CoreCap Advisors
Michigan
$359K -$12.9K -182 -4%
SFMG
135
Sage Financial Management Group
Virginia
$358K -$4.81K -68 -1%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$356K +$338K +4,777 New
MCM
137
MAI Capital Management
Ohio
$354K +$26.1K +369 +8%
MWM
138
MBE Wealth Management
Wisconsin
$342K -$29.4K -416 -8%
WFS
139
WealthGarden F.S.
California
$338K -$21.6K -305 -6%
LIA
140
LifePlan Investment Advisors
North Carolina
$336K -$47.5K -672 -13%
CWM
141
Connecticut Wealth Management
Connecticut
$301K +$50K +708 +21%
EWA
142
EverSource Wealth Advisors
Alabama
$298K -$8.98K -127 -3%
SAI
143
Savvy Advisors Inc
New York
$293K -$26.7K -378 -9%
CC
144
Copperleaf Capital
North Carolina
$293K -$4.03K -57 -1%
AA
145
Armis Advisers
Georgia
$289K -$4.52K -64 -2%
HI
146
Humankind Investments
New York
$289K +$45.2K +639 +20%
EL
147
EQ LLC
Washington
$288K -$138K -1,949 -34%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$287K – – –
FHA
149
First Horizon Advisors
Tennessee
$280K +$76.5K +1,082 +40%
AI
150
Atria Investments
North Carolina
$277K -$23.7K -335 -8%