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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
201
Milestone Investment Advisors
Wisconsin
$197K -$409 -5 -0.2%
AWM
202
AE Wealth Management
Kansas
$196K +$72.2K +883 +61%
RPC
203
Rossmore Private Capital
Connecticut
$188K – – –
GWP
204
Gen-Wealth Partners
Michigan
$171K +$31.3K +383 +23%
HI
205
Harbour Investments
Wisconsin
$170K +$1.8K +22 +1%
US Bancorp
206
US Bancorp
Minnesota
$169K – – –
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$163K +$20.4K +249 +15%
PWA
208
Physician Wealth Advisors
Utah
$151K +$6.79K +83 +5%
NB
209
NBT Bank
New York
$140K -$13.3K -163 -9%
AIM
210
Acropolis Investment Management
Missouri
$122K – – –
PP
211
Prudential plc
United Kingdom
$117K -$58.2K -712 -34%
RP
212
Raelipskie Partnership
Ontario, Canada
$115K – – –
MJRIC
213
Mogy Joel R Investment Counsel
California
$107K – – –
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$98.3K +$5.07K +62 +6%
TFA
215
Transamerica Financial Advisors
Florida
$98K +$49.1K +600 +108%
GF
216
GGM Financials
Ohio
$94.2K +$91.1K +1,114 New
AIA
217
Armor Investment Advisors
North Carolina
$83.8K – – –
CH
218
CDKV Holdings
Colorado
$76.1K -$47.8K -585 -39%
JWA
219
JFS Wealth Advisors
Pennsylvania
$74.7K -$1.31K -16 -2%
APFP
220
Action Point Financial Planning
Michigan
$74.4K +$72K +881 New
RF
221
Rossby Financial
Florida
$70.6K +$3.02K +37 +5%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$70K – – –
HDIM
223
Hanson & Doremus Investment Management
Vermont
$66K – – –
FFA
224
Founders Financial Alliance
North Carolina
$57.2K +$55.3K +676 New
UBS AM
225
UBS AM
Illinois
$56.2K – – –