We are live on ! Find out more
ESGD icon

iShares ESG Aware MSCI EAFE ETF
ESGD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
376
Physician Wealth Advisors
Utah
$315K -$12.7K -176 -4%
UL
377
Unionview LLC
Washington
$315K -$6.91K -96 -2%
KFP
378
KB Financial Partners
New Jersey
$314K – – –
PIA
379
Perennial Investment Advisors
California
$307K -$62.4K -867 -16%
PFA
380
Pathway Financial Advisors
Vermont
$306K +$22.2K +309 +8%
T
381
TrueFG
Texas
$303K +$3.46K +48 +1%
MA
382
MONECO Advisors
Connecticut
$302K +$25.4K +353 +9%
RIA
383
Regal Investment Advisors
Michigan
$301K -$177K -2,464 -36%
AFG
384
ABLE Financial Group
Arizona
$300K -$33.6K -466 -10%
JF
385
JSF Financial
California
$299K +$86.3K +1,199 +38%
OBWG
386
Onyx Bridge Wealth Group
New York
$299K -$726K -10,082 -70%
DI
387
DDFG Inc
California
$294K +$74.7K +1,038 +32%
LW
388
Libra Wealth
California
$291K – – –
BSB
389
Bangor Savings Bank
Maine
$290K – – –
VC
390
Veracity Capital
Georgia
$289K -$6.48K -90 -2%
VHAM
391
Van Hulzen Asset Management
California
$289K – – –
WAM
392
WNY Asset Management
New York
$289K +$301K +4,175 New
FFA
393
Farther Finance Advisors
California
$288K +$19.6K +272 +7%
SCA
394
Snowden Capital Advisors
New York
$286K -$118K -1,633 -28%
FWM
395
Fingerlakes Wealth Management
New York
$286K -$936 -13 -0.3%
MNG
396
Manning & Napier Group
New York
$284K – – –
CJFS
397
Coulter & Justus Financial Services
Tennessee
$283K – – –
FWP
398
Falcon Wealth Planning
California
$282K +$43.4K +603 +17%
BTWM
399
Baker Tilly Wealth Management
Wisconsin
$279K -$7.85K -109 -3%
WF
400
Warner Financial
Maryland
$277K – – –
14 15
16
17 18