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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
151
O'Shaughnessy Asset Management
Connecticut
$245K
HPM
152
Hoxton Planning & Management
West Virginia
$244K -$11.4K -168 -4%
LWA
153
Lifelong Wealth Advisors
Minnesota
$242K -$36.3K -536 -13%
TF
154
Theory Financial
Colorado
$239K -$134K -1,984 -36%
FLPIM
155
F.L. Putnam Investment Management
Massachusetts
$237K -$94K -1,387 -28%
PHWM
156
Pine Harbor Wealth Management
Maryland
$233K
Mariner
157
Mariner
Kansas
$230K -$213K -3,137 -48%
AM
158
AGF Management
Ontario, Canada
$229K +$13.6K +200 +6%
CPBTD
159
Central Pacific Bank - Trust Division
Hawaii
$227K
SWA
160
SOA Wealth Advisors
New York
$226K
CWM
161
Connecticut Wealth Management
Connecticut
$225K +$226K +3,337 New
VWM
162
Venturi Wealth Management
Texas
$224K -$53.7K -792 -19%
HI
163
Humankind Investments
New York
$218K +$220K +3,245 New
BFG
164
Buttonwood Financial Group
Missouri
$210K -$130K -1,916 -37%
WWG
165
West Wealth Group
California
$210K -$175K -2,577 -45%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$206K -$57.3K -845 -22%
HI
167
Harbour Investments
Wisconsin
$182K -$15.9K -234 -8%
FHA
168
First Horizon Advisors
Tennessee
$181K -$124K -1,830 -41%
PWA
169
Physician Wealth Advisors
Utah
$177K -$7.46K -110 -4%
CAL
170
Capital Analysts LLC
Pennsylvania
$171K -$76.8K -1,133 -31%
BFO
171
Biltmore Family Office
North Carolina
$168K
GWP
172
Gen-Wealth Partners
Michigan
$164K -$88.4K -1,304 -35%
KFP
173
Keener Financial Planning
Texas
$162K
MIA
174
Milestone Investment Advisors
Wisconsin
$158K
CFD
175
Creative Financial Designs
Indiana
$142K -$3.25K -48 -2%