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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Diversify Wealth Management
Utah
$216K +$214K +2,741 New
AA
177
Alesco Advisors
New York
$216K +$224K +2,859 New
RWM
178
RKL Wealth Management
Pennsylvania
$214K – – –
AA
179
Aufman Associates
Pennsylvania
$213K – – –
CPG
180
Cornerstone Planning Group
New Jersey
$210K +$203K +2,602 New
JMNC
181
J. Mark Nickell & Co
Tennessee
$209K – – –
ZIM
182
Zacks Investment Management
Illinois
$208K – – –
AA
183
Aire Advisors
California
$203K – – –
GFA
184
Godfrey Financial Associates
New York
$194K +$12.1K +155 +6%
AAP
185
Arax Advisory Partners
Colorado
$189K -$12.9K -165 -6%
BFO
186
Biltmore Family Office
North Carolina
$189K – – –
MIA
187
Milestone Investment Advisors
Wisconsin
$176K – – –
RPC
188
Rossmore Private Capital
Connecticut
$167K – – –
CAL
189
Capital Analysts LLC
Pennsylvania
$162K +$168K +2,152 New
PP
190
Prudential plc
United Kingdom
$158K -$282K -3,605 -63%
Jones Financial Companies
191
Jones Financial Companies
Missouri
$156K +$139K +1,779 +490%
US Bancorp
192
US Bancorp
Minnesota
$151K +$2.97K +38 +2%
HI
193
Harbour Investments
Wisconsin
$150K +$67.2K +859 +76%
NB
194
NBT Bank
New York
$137K +$19K +243 +15%
GSEP
195
Golden State Equity Partners
California
$133K -$89.6K -1,146 -39%
PWA
196
Physician Wealth Advisors
Utah
$128K -$51.1K -653 -28%
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$127K -$2.45M -31,326 -95%
GWP
198
Gen-Wealth Partners
Michigan
$124K +$128K +1,643 New
CH
199
CDKV Holdings
Colorado
$112K – – –
AIM
200
Acropolis Investment Management
Missouri
$109K +$113K +1,440 New