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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
$271K
AM
152
AGF Management
Ontario, Canada
$268K +$14.1K +200 +6%
LWA
153
Lifelong Wealth Advisors
Minnesota
$267K -$636 -9 -0.3%
FHA
154
Flagship Harbor Advisors
Massachusetts
$266K +$253K +3,576 New
TF
155
Theory Financial
Colorado
$264K +$8.27K +117 +3%
SB
156
Strategic Blueprint
Georgia
$259K -$34.2K -484 -12%
PHWM
157
Pine Harbor Wealth Management
Maryland
$258K
NWMG
158
National Wealth Management Group
Ohio
$254K +$241K +3,407 New
SWA
159
SOA Wealth Advisors
New York
$250K +$212 +3 +0.1%
Mariner
160
Mariner
Kansas
$246K -$7.63K -108 -3%
BFG
161
Buttonwood Financial Group
Missouri
$240K -$2.26K -32 -1%
VWM
162
Venturi Wealth Management
Texas
$232K -$15.6K -221 -7%
WWG
163
West Wealth Group
California
$227K -$212 -3 -0.1%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$227K +$201K +2,837 +1,364%
HI
165
Human Investing
Oregon
$224K +$213K +3,013 New
HPM
166
Hoxton Planning & Management
West Virginia
$222K -$45K -637 -18%
QCM
167
Quantinno Capital Management
New York
$221K +$210K +2,973 New
TWP
168
Tempus Wealth Planning
California
$221K -$50.8K -718 -19%
P
169
&Partners
Tennessee
$220K +$207K +2,924 New
First Trust Advisors
170
First Trust Advisors
Illinois
$211K +$200K +2,828 New
VA
171
Valmark Advisers
Ohio
$209K +$199K +2,814 New
ZIM
172
Zacks Investment Management
Illinois
$206K +$195K +2,763 New
AWS
173
Atria Wealth Solutions
New York
$205K -$1.76M -24,951 -90%
WA
174
WBH Advisory
Maryland
$204K +$194K +2,743 New
RWM
175
RKL Wealth Management
Pennsylvania
$204K +$194K +2,741 New