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iShares ESG Advanced MSCI EAFE ETF
DMXF

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$151M +$29.3M +423,282 +25%
BlackRock
2
BlackRock
New York
$63.7M -$2.44M -35,280 -4%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$44.9M +$8.7M +125,703 +25%
S
4
Syntrinsic
Colorado
$36.3M -$8.75M -126,385 -20%
JP Morgan Chase
5
JP Morgan Chase
New York
$15.8M +$2M +28,895 +15%
LPL Financial
6
LPL Financial
California
$15.7M +$2.33M +33,638 +18%
SWM
7
SigFig Wealth Management
California
$14.7M +$1.39M +20,058 +11%
PAS
8
Park Avenue Securities
New York
$13.5M +$2.74M +39,510 +27%
SEI Investments
9
SEI Investments
Pennsylvania
$13.3M +$2.28M +32,977 +22%
AF
10
Allworth Financial
California
$13.2M +$381K +5,511 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$8.88M +$1.88M +27,124 +28%
MML Investors Services
12
MML Investors Services
Massachusetts
$8.65M +$1.12M +16,164 +16%
RWP
13
RWA Wealth Partners
Massachusetts
$7.19M -$303K -4,376 -4%
BRIA
14
Balanced Rock Investment Advisors
Massachusetts
$7.18M +$156K +2,254 +2%
OMC
15
Old Mission Capital
Illinois
$6.7M +$6.44M +93,030 New
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$6.28M +$2.01M +29,059 +50%
IWA
17
Invera Wealth Advisors
Oregon
$4.92M +$42.4K +613 +0.9%
FCG
18
Financial Connections Group
California
$4.62M +$225K +3,254 +5%
Citadel Advisors
19
Citadel Advisors
Florida
$4.5M +$4.33M +62,497 New
UBS Group
20
UBS Group
Switzerland
$4.4M +$87.3K +1,261 +2%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.03M +$171K +2,469 +5%
AI
22
Accredited Investors
Minnesota
$3.87M -$20.5K -296 -0.5%
OWA
23
One Wealth Advisors
California
$3.82M +$393K +5,674 +12%
AWS
24
Atria Wealth Solutions
New York
$3.59M +$849K +12,266 +33%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.45M -$3.92M -56,608 -54%
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