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iShares ESG Advanced MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$112M +$5.62M +85,639 +5%
BlackRock
2
BlackRock
New York
$62.8M +$1.44M +21,943 +2%
S
3
Syntrinsic
Colorado
$41M -$1.78M -27,142 -4%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$33.8M +$122K +1,857 +0.4%
JP Morgan Chase
5
JP Morgan Chase
New York
$12.2M +$982K +14,966 +9%
AF
6
Allworth Financial
California
$11.6M +$763K +11,635 +7%
SWM
7
SigFig Wealth Management
California
$11.2M +$1.14M +17,404 +12%
LPL Financial
8
LPL Financial
California
$10M +$1.79M +27,348 +23%
PAS
9
Park Avenue Securities
New York
$9.84M +$376K +5,738 +4%
MML Investors Services
10
MML Investors Services
Massachusetts
$7.35M +$707K +10,778 +11%
RWP
11
RWA Wealth Partners
Massachusetts
$6.56M +$7.15K +109 +0.1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.43M +$2.85M +43,386 +85%
BRIA
13
Balanced Rock Investment Advisors
Massachusetts
$6.39M -$517K -7,887 -8%
IWA
14
Invera Wealth Advisors
Oregon
$4.48M +$26.4K +403 +0.6%
SEI Investments
15
SEI Investments
Pennsylvania
$4.39M +$4.23M +64,447 New
FCG
16
Financial Connections Group
California
$4.14M +$299K +4,560 +8%
Jane Street
17
Jane Street
New York
$3.94M -$506K -7,711 -12%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$3.83M +$104K +1,584 +3%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.83M +$178K +2,720 +5%
UBS Group
20
UBS Group
Switzerland
$3.78M +$54.1K +825 +2%
OWA
21
One Wealth Advisors
California
$3.46M -$6.89K -105 -0.2%
KFAA
22
Klaas Financial Asset Advisors
Illinois
$3.31M +$125K +1,900 +4%
AI
23
Accredited Investors
Minnesota
$3.28M +$46.6K +711 +1%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$3.16M -$7.02K -107 -0.2%
OMC
25
Old Mission Capital
Illinois
$3.03M +$2.92M +44,509 New