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
IAN
401
Integrated Advisors Network
Texas
$276K – – –
HDIM
402
Hanson & Doremus Investment Management
Vermont
$276K – – –
BRWA
403
B. Riley Wealth Advisors
Florida
$274K +$26.8K +372 +10%
DBT
404
Dubuque Bank & Trust
Iowa
$272K +$284K +3,940 New
MFA
405
Morling Financial Advisors
California
$268K +$26.4K +367 +10%
SFG
406
SNS Financial Group
Minnesota
$267K +$23.8K +331 +9%
PP
407
PrairieView Partners
Minnesota
$267K +$53.8K +747 +24%
BWL
408
Bogart Wealth LLC
Virginia
$266K +$178K +2,472 +180%
CA
409
CoreCap Advisors
Michigan
$265K -$23.9K -332 -8%
BFM
410
Boston Financial Management
Massachusetts
$264K -$34.2K -475 -11%
MFG
411
Mainsail Financial Group
Washington
$263K +$278K +3,864 New
TDWM
412
Topel & Distasi Wealth Management
California
$262K +$4.68K +65 +2%
SWM
413
Spire Wealth Management
Virginia
$261K -$78.3K -1,087 -22%
OBWP
414
O'Brien Wealth Partners
Massachusetts
$261K – – –
EH
415
Equitable Holdings
New York
$257K +$59.6K +828 +29%
TSS
416
Two Sigma Securities
New York
$257K +$267K +3,713 New
TWA
417
Talisman Wealth Advisors
New Jersey
$255K -$12.9K -179 -5%
WFA
418
Wade Financial Advisory
California
$251K – – –
SEIA
419
Signature Estate & Investment Advisors
California
$250K +$504 +7 +0.2%
PCMC
420
Private Capital Management (Colorado)
Colorado
$250K -$32.2K -447 -11%
DSN
421
D. Scott Neal
Kentucky
$249K +$3.74K +52 +1%
MAA
422
Matrix Asset Advisors
New York
$248K – – –
EPP
423
ETF Portfolio Partners
Kansas
$248K +$19.6K +272 +8%
TC
424
TownSquare Capital
Utah
$246K +$256K +3,562 New
CA
425
Clearstead Advisors
Ohio
$244K +$134K +1,861 +111%
15 16
17
18 19