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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
176
Alesco Advisors
New York
$216K +$224K +2,859 New
RWM
177
RKL Wealth Management
Pennsylvania
$214K
AA
178
Aufman Associates
Pennsylvania
$213K
CPG
179
Cornerstone Planning Group
New Jersey
$210K +$203K +2,602 New
JMNC
180
J. Mark Nickell & Co
Tennessee
$209K
ZIM
181
Zacks Investment Management
Illinois
$208K
AA
182
Aire Advisors
California
$203K
GFA
183
Godfrey Financial Associates
New York
$194K +$12.1K +155 +6%
AAP
184
Arax Advisory Partners
Colorado
$189K -$12.9K -165 -6%
BFO
185
Biltmore Family Office
North Carolina
$189K
MIA
186
Milestone Investment Advisors
Wisconsin
$176K
RPC
187
Rossmore Private Capital
Connecticut
$167K
CAL
188
Capital Analysts LLC
Pennsylvania
$162K +$168K +2,152 New
PP
189
Prudential plc
United Kingdom
$158K -$282K -3,605 -63%
Jones Financial Companies
190
Jones Financial Companies
Missouri
$156K +$139K +1,779 +490%
US Bancorp
191
US Bancorp
Minnesota
$151K +$2.97K +38 +2%
HI
192
Harbour Investments
Wisconsin
$150K +$67.2K +859 +76%
NB
193
NBT Bank
New York
$137K +$19K +243 +15%
GSEP
194
Golden State Equity Partners
California
$133K -$89.6K -1,146 -39%
PWA
195
Physician Wealth Advisors
Utah
$128K -$51.1K -653 -28%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$127K -$2.45M -31,326 -95%
GWP
197
Gen-Wealth Partners
Michigan
$124K +$128K +1,643 New
CH
198
CDKV Holdings
Colorado
$112K
AIM
199
Acropolis Investment Management
Missouri
$109K +$113K +1,440 New
AWM
200
AE Wealth Management
Kansas
$108K +$112K +1,431 +20,443%