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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$267K +$280K +4,125 New
WA
152
WBH Advisory
Maryland
$256K +$25.2K +371 +10%
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$252K -$91.8K -1,350 -26%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$252K +$29.6K +436 +13%
HPM
155
Hoxton Planning & Management
West Virginia
$245K +$26.4K +389 +11%
MLA
156
My Legacy Advisors
Oregon
$244K +$22.8K +336 +10%
GWP
157
Gen-Wealth Partners
Michigan
$241K -$10.1K -149 -4%
SPAS
158
Spectrum Planning & Advisory Services
California
$241K +$3.74K +55 +1%
CAL
159
Capital Analysts LLC
Pennsylvania
$237K +$62.7K +922 +33%
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$235K +$247K +3,635 New
USCWA
161
U.S. Capital Wealth Advisors
Texas
$233K +$36.1K +531 +17%
AG
162
Ascent Group
Virginia
$230K +$242K +3,563 New
MCC
163
Maiden Cove Capital
Maine
$230K -$51.1K -751 -17%
PHWM
164
Pine Harbor Wealth Management
Maryland
$224K – – –
JC
165
JB Capital
Connecticut
$223K +$235K +3,458 New
Stifel Financial
166
Stifel Financial
Missouri
$222K +$11.4K +167 +5%
CPBTD
167
Central Pacific Bank - Trust Division
Hawaii
$218K +$192K +2,828 +518%
SWA
168
SOA Wealth Advisors
New York
$217K +$18.5K +272 +9%
TWP
169
Tempus Wealth Planning
California
$213K +$224K +3,299 New
AM
170
AGF Management
Ontario, Canada
$207K +$6.8K +100 +3%
AWM
171
Ariadne Wealth Management
California
$206K +$205K +3,019 New
RWM
172
RKL Wealth Management
Pennsylvania
$203K +$2.85K +42 +1%
HI
173
Harbour Investments
Wisconsin
$190K +$28.6K +420 +17%
PWA
174
Physician Wealth Advisors
Utah
$177K -$93.4K -1,374 -33%
AWM
175
AE Wealth Management
Kansas
$167K +$176K +2,583 New