We are live on ! Find out more
DMXF icon

iShares ESG Advanced MSCI EAFE ETF
DMXF

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
151
Citizens Financial Group
Rhode Island
$330K +$319K +3,904 New
CIA
152
Concurrent Investment Advisors
Florida
$328K +$69.3K +848 +28%
FHA
153
Flagship Harbor Advisors
Massachusetts
$321K -$14.1K -172 -4%
PDL
154
Portfolio Design Labs
California
$319K – – –
WFS
155
WealthGarden F.S.
California
$316K -$9.07K -111 -3%
AM
156
AGF Management
Ontario, Canada
$313K -$32.7K -400 -10%
LIA
157
LifePlan Investment Advisors
North Carolina
$310K -$17.1K -209 -5%
OSAM
158
O'Shaughnessy Asset Management
Connecticut
$308K – – –
HI
159
Human Investing
Oregon
$305K -$82 -1 -0%
SFMG
160
Sage Financial Management Group
Virginia
$297K -$87.2K -1,066 -23%
LWA
161
Lifelong Wealth Advisors
Minnesota
$294K +$285K +3,480 New
PHWM
162
Pine Harbor Wealth Management
Maryland
$293K – – –
SWA
163
SOA Wealth Advisors
New York
$290K +$409 +5 +0.1%
ATPW
164
Ashton Thomas Private Wealth
Arizona
$286K +$199K +2,434 +258%
GWP
165
Gateway Wealth Partners
Wisconsin
$282K -$234K -2,860 -46%
RFP
166
RCS Financial Planning
Maryland
$281K -$6.05K -74 -2%
TF
167
Theory Financial
Colorado
$280K +$24.9K +305 +10%
OSNBOA
168
Old Second National Bank of Aurora
Illinois
$277K – – –
DWM
169
Diversify Wealth Management
Utah
$275K +$46.6K +570 +21%
DAS
170
Diversify Advisory Services
Utah
$275K +$271K +3,311 New
PI
171
PFG Investments
New York
$275K -$56.1K -686 -17%
WWG
172
West Wealth Group
California
$273K +$17.7K +216 +7%
AAP
173
Arax Advisory Partners
Colorado
$270K +$56.5K +691 +28%
FIM
174
Freedom Investment Management
Connecticut
$265K +$2.21K +27 +0.9%
AI
175
Atria Investments
North Carolina
$260K -$56.8K -695 -18%
5 6
7
8 9