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iShares ESG Advanced MSCI EAFE ETF
DMXF

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
151
Savvy Advisors Inc
New York
$292K -$14.1K -180 -4%
WFS
152
WealthGarden F.S.
California
$290K +$301K +3,847 New
KFSC
153
Keystone Financial Services (Colorado)
Colorado
$290K +$301K +3,847 New
NG
154
Navigation Group
California
$289K +$300K +3,832 New
MPWS
155
McCarter Private Wealth Services
Massachusetts
$285K – – –
BAM
156
Belpointe Asset Management
Nevada
$285K +$295K +3,776 New
FCA
157
Fortis Capital Advisors
Kansas
$285K +$295K +3,776 New
AI
158
Atria Investments
North Carolina
$284K +$295K +3,767 New
PDL
159
Portfolio Design Labs
California
$284K – – –
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$274K – – –
HI
161
Human Investing
Oregon
$272K -$2.11K -27 -0.7%
P
162
&Partners
Tennessee
$267K +$277K +3,540 New
EWA
163
EverSource Wealth Advisors
Alabama
$264K +$273K +3,497 New
PHWM
164
Pine Harbor Wealth Management
Maryland
$261K – – –
SWA
165
SOA Wealth Advisors
New York
$259K – – –
RFP
166
RCS Financial Planning
Maryland
$256K +$266K +3,396 New
HPM
167
Hoxton Planning & Management
West Virginia
$256K +$265K +3,388 New
OSNBOA
168
Old Second National Bank of Aurora
Illinois
$247K – – –
FIM
169
Freedom Investment Management
Connecticut
$234K +$243K +3,105 New
CIA
170
Concurrent Investment Advisors
Florida
$228K +$237K +3,028 New
WWG
171
West Wealth Group
California
$227K -$6.1K -78 -3%
TF
172
Theory Financial
Colorado
$226K +$235K +3,000 New
VA
173
Valmark Advisers
Ohio
$226K – – –
QCM
174
Quantinno Capital Management
New York
$224K – – –
DWM
175
Diversify Wealth Management
Utah
$216K +$214K +2,741 New
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