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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$273K
HI
127
Human Investing
Oregon
$273K -$2.06K -27 -0.7%
NWMG
128
National Wealth Management Group
Ohio
$265K +$1.75K +23 +0.7%
PHWM
129
Pine Harbor Wealth Management
Maryland
$260K
SWA
130
SOA Wealth Advisors
New York
$258K +$992 +13 +0.4%
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$255K -$112K -1,473 -31%
OSNBOA
132
Old Second National Bank of Aurora
Illinois
$247K +$250K +3,280 New
WWG
133
West Wealth Group
California
$232K +$2.75K +36 +1%
VWM
134
Venturi Wealth Management
Texas
$229K -$305 -4 -0.1%
VA
135
Valmark Advisers
Ohio
$225K
QCM
136
Quantinno Capital Management
New York
$223K
GSEP
137
Golden State Equity Partners
California
$219K +$222K +2,911 New
PI
138
PFG Investments
New York
$219K +$222K +2,909 New
MWM
139
MBE Wealth Management
Wisconsin
$217K -$54K -708 -20%
RA
140
RFG Advisory
Alabama
$217K -$400K -5,245 -65%
RWM
141
RKL Wealth Management
Pennsylvania
$213K +$7.02K +92 +3%
AA
142
Aufman Associates
Pennsylvania
$212K +$6.94K +91 +3%
JMNC
143
J. Mark Nickell & Co
Tennessee
$209K +$212K +2,775 New
ZIM
144
Zacks Investment Management
Illinois
$208K
AA
145
Aire Advisors
California
$202K +$1.22K +16 +0.6%
SPAS
146
Spectrum Planning & Advisory Services
California
$202K +$153 +2 +0.1%
AAP
147
Arax Advisory Partners
Colorado
$200K +$203K +2,667 New
BFO
148
Biltmore Family Office
North Carolina
$188K
GFA
149
Godfrey Financial Associates
New York
$181K +$184K +2,411 New
PWA
150
Physician Wealth Advisors
Utah
$177K -$19.7K -258 -10%