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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
176
Creative Financial Designs
Indiana
$16.7K -$120K -1,616 -88%
CFO
177
CVA Family Office
Colorado
$14.9K – – –
NWMP
178
Noble Wealth Management PBC
Colorado
$12.6K +$12.4K +166 New
1NWS
179
1 North Wealth Services
Maryland
$9.85K – – –
BL
180
BFSG LLC
California
$6.67K – – –
MBFW
181
Morton Brown Family Wealth
Pennsylvania
$4.54K – – –
WWM
182
Wolff Wiese Magana
California
$3.71K +$1.49K +20 +69%
TFA
183
Transamerica Financial Advisors
Florida
$2.69K +$2.68K +36 New
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.65K – – –
IA
185
IFP Advisors
Florida
$1.44K -$74 -1 -5%
SWP
186
Strategic Wealth Partners
Ohio
$1.24K +$1.19K +16 New
SAM
187
Smartleaf Asset Management
Massachusetts
$980 -$1.27K -17 -57%
PA
188
Parallel Advisors
California
$833 – – –
KG
189
Kilter Group
New York
$758 -$9.53K -128 -93%
AWM
190
AE Wealth Management
Kansas
$530 -$93.4K -1,254 -99%
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
– -$22.4M -300,907 Closed
HGWM
192
Horst & Graben Wealth Management
Oregon
– -$1.57M -21,038 Closed
UCFA
193
United Capital Financial Advisors
Texas
– -$1.53M -20,585 Closed
DL
194
DOHJ LLC
Washington
– -$1.28M -18,783 Closed
SHJ
195
Sharkey, Howes & Javer
Colorado
– -$1.36M -18,309 Closed
EH
196
Equitable Holdings
New York
– -$1.21M -16,261 Closed
Bank of New York Mellon
197
Bank of New York Mellon
New York
– -$914K -12,279 Closed
BCI
198
Brinker Capital Investments
Pennsylvania
– -$889K -11,942 Closed
DWA
199
Davis Wealth Advisors
New Hampshire
– -$889K -11,936 Closed
MOS
200
MGO One Seven
Ohio
– -$868K -11,658 Closed