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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
151
RKL Wealth Management
Pennsylvania
$223K
SWA
152
SOA Wealth Advisors
New York
$222K +$692 +10 +0.3%
USCWA
153
U.S. Capital Wealth Advisors
Texas
$222K +$213K +3,076 New
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$220K -$148K -2,132 -41%
NWMG
155
National Wealth Management Group
Ohio
$216K +$208K +2,998 New
CWM
156
Centurion Wealth Management
Virginia
$209K +$201K +2,902 New
TC
157
Trilogy Capital
California
$208K +$200K +2,886 New
CAL
158
Capital Analysts LLC
Pennsylvania
$198K +$47.3K +684 +33%
HI
159
Harbour Investments
Wisconsin
$181K +$20.8K +300 +14%
BFO
160
Biltmore Family Office
North Carolina
$180K
KFP
161
Keener Financial Planning
Texas
$174K -$19.8K -286 -11%
MIA
162
Milestone Investment Advisors
Wisconsin
$170K
SWM
163
Sugarloaf Wealth Management
Georgia
$163K +$43.1K +623 +38%
Comerica Bank
164
Comerica Bank
Texas
$122K +$19.2K +277 +20%
CFD
165
Creative Financial Designs
Indiana
$120K +$2.56K +37 +2%
JWA
166
JFS Wealth Advisors
Pennsylvania
$114K +$15.7K +227 +17%
NP
167
NorthRock Partners
Minnesota
$109K -$138 -2 -0.1%
RP
168
Raelipskie Partnership
Ontario, Canada
$104K -$6.92K -100 -6%
PS
169
Principal Securities
Iowa
$97.3K
NB
170
NBT Bank
New York
$92.2K +$77.4K +1,118 +690%
MJRIC
171
Mogy Joel R Investment Counsel
California
$80.3K -$4.15K -60 -5%
US Bancorp
172
US Bancorp
Minnesota
$78.7K
CA
173
Continuum Advisory
Idaho
$74K +$6.99K +101 +10%
AF
174
Advisornet Financial
Minnesota
$59.7K +$10.8K +156 +23%
GRP
175
Global Retirement Partners
California
$58.5K +$37.9K +547 +206%