We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEGWA
276
New England Guild Wealth Advisors
Connecticut
$469K -$30.2K -481 -5%
APW
277
Austin Private Wealth
Texas
$468K +$3.26K +52 +0.6%
AWM
278
AE Wealth Management
Kansas
$468K +$9.15K +146 +2%
SWP
279
Stratos Wealth Partners
Ohio
$462K +$11.4K +182 +2%
NA
280
NewEdge Advisors
Louisiana
$460K -$341K -5,435 -40%
QCG
281
Quadrant Capital Group
Ohio
$457K – – –
WANY
282
Wealthspire Advisors (New York)
New York
$453K +$183K +2,924 +57%
BFA
283
Bragg Financial Advisors
North Carolina
$451K +$1.94K +31 +0.4%
EFL
284
ERn Financial LLC
Wisconsin
$446K +$4.14K +66 +0.8%
AIM
285
Acropolis Investment Management
Missouri
$442K – – –
CA
286
CGN Advisors
Kansas
$442K +$28.8K +459 +6%
WDG
287
Wealth Dimensions Group
Ohio
$434K – – –
ACM
288
Armbruster Capital Management
New York
$422K +$84.6K +1,350 +22%
AssetMark Inc
289
AssetMark Inc
California
$419K +$204K +3,262 +78%
AAS
290
Avantax Advisory Services
Texas
$410K -$18.5K -295 -4%
BF
291
BOK Financial
Oklahoma
$404K +$2.88K +46 +0.6%
RSWM
292
Robertson Stephens Wealth Management
California
$402K -$281K -4,476 -38%
CIBC Asset Management
293
CIBC Asset Management
Ontario, Canada
$402K – – –
IFAM
294
Institutional & Family Asset Management
Colorado
$394K -$3.95K -63 -0.9%
WWM
295
WT Wealth Management
Arizona
$392K -$109K -1,746 -20%
BIA
296
Bell Investment Advisors
California
$386K +$134K +2,141 +45%
PFM
297
Peak Financial Management
Massachusetts
$385K +$38K +606 +10%
HF
298
HRT Financial
New York
$383K +$428K +6,830 New
OFG
299
Omega Financial Group
California
$382K -$280K -4,463 -40%
MNG
300
Manning & Napier Group
New York
$377K – – –