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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
201
Jones Financial Companies
Missouri
$32.9K
OP
202
ORG Partners
Indiana
$32.6K +$5.24K +77 +18%
TIM
203
Tortoise Investment Management
New York
$30.4K
CAWM
204
Capital A Wealth Management
Pennsylvania
$27.1K +$28.6K +420 New
B
205
Birchbrook
Maine
$26.3K
WCM
206
WealthTrak Capital Management
Virginia
$24.8K +$26K +383 New
T
207
Transce3nd
Texas
$23.7K +$24.9K +367 New
FA
208
Fedenia Advisers
Wisconsin
$20K +$21.1K +310 New
GWM
209
Geneos Wealth Management
Colorado
$19.6K +$1.02K +15 +5%
IA
210
IFG Advisory
Georgia
$14.5K +$1.02M +15,000 New
GFPC
211
Global Financial Private Client
Florida
$14.2K +$1.29K +19 +10%
AG
212
AmeriFlex Group
Nevada
$14.1K +$14.3K +210 New
CFO
213
CVA Family Office
Colorado
$12.7K
NWMP
214
Noble Wealth Management PBC
Colorado
$10.7K +$11.3K +166 New
SWM
215
Sugarloaf Wealth Management
Georgia
$6.46K -$147K -2,159 -96%
PA
216
PSI Advisors
Florida
$5.37K +$136 +2 +2%
DRP
217
Decker Retirement Planning
Utah
$5.04K +$5.3K +78 New
MBFW
218
Morton Brown Family Wealth
Pennsylvania
$3.88K
PA
219
Parallel Advisors
California
$2.65K +$2.79K +41 New
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.26K
TAM
221
Tucker Asset Management
Colorado
$775
CSWM
222
Cassady Schiller Wealth Management
Ohio
$17 -$5.03K -74 Closed
OMC
223
Old Mission Capital
Illinois
-$6.7M -93,030 Closed
Citadel Advisors
224
Citadel Advisors
Florida
-$4.5M -62,497 Closed
MIS
225
Morningstar Investment Services
Illinois
-$2.33M -32,296 Closed