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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
151
Keener Financial Planning
Texas
$182K
MIA
152
Milestone Investment Advisors
Wisconsin
$178K
AssetMark Inc
153
AssetMark Inc
California
$171K -$2.55M -34,186 -94%
RPC
154
Rossmore Private Capital
Connecticut
$168K +$165K +2,218 New
GWSG
155
GPS Wealth Strategies Group
Colorado
$150K -$9.01K -121 -6%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$126K +$124K +1,663 New
HI
157
Harbour Investments
Wisconsin
$118K -$76.1K -1,022 -40%
RP
158
Raelipskie Partnership
Ontario, Canada
$109K
NB
159
NBT Bank
New York
$105K -$67.3K -904 -44%
MJRIC
160
Mogy Joel R Investment Counsel
California
$95.8K
PS
161
Principal Securities
Iowa
$92.7K
US Bancorp
162
US Bancorp
Minnesota
$89K
GRP
163
Global Retirement Partners
California
$74.8K -$42.4K -570 -37%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$68.5K -$159K -2,141 -70%
HDIM
165
Hanson & Doremus Investment Management
Vermont
$57K +$968 +13 +2%
RF
166
Rossby Financial
Florida
$51.8K
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$51.5K
UBS AM
168
UBS AM
Illinois
$50.3K +$49.4K +664 New
TIM
169
Tortoise Investment Management
New York
$48.1K
MWA
170
Medallion Wealth Advisors
Connecticut
$47.1K
CAM
171
Clarity Asset Management
Iowa
$39K
Jones Financial Companies
172
Jones Financial Companies
Missouri
$25.8K -$10.9K -147 -30%
DF
173
Dunhill Financial
United Kingdom
$19.3K
EWM
174
Evolution Wealth Management
Florida
$19.2K
B
175
Birchbrook
Maine
$18.7K