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
MWP
426
Moller Wealth Partners
$251K – – –
RFP
427
Root Financial Partners
California
$249K -$11.9K -163 -5%
P
428
Palladiem
Pennsylvania
$246K – – –
AF
429
Advisornet Financial
Minnesota
$246K +$20.4K +279 +9%
LPAM
430
Lodestar Private Asset Management
California
$246K – – –
CA
431
CGN Advisors
Kansas
$245K -$34.8K -477 -12%
CIAS
432
Capital Investment Advisory Services
North Carolina
$245K -$481K -6,588 -66%
BBA
433
BLB&B Advisors
Pennsylvania
$245K +$26.3K +361 +12%
CC
434
Copperleaf Capital
North Carolina
$244K +$244K +3,348 New
LWA
435
LWS Wealth Advisors
New Jersey
$243K +$1.82K +25 +0.8%
MFA
436
Mayflower Financial Advisors
Massachusetts
$243K -$118K -1,611 -9%
EPP
437
ETF Portfolio Partners
Kansas
$242K -$47K -645 -16%
TFCP
438
Twin Focus Capital Partners
Massachusetts
$237K – – –
ACA
439
Aptus Capital Advisors
Alabama
$237K -$10.3K -141 -4%
FC
440
Forte Capital
New York
$236K – – –
PPW
441
Parcion Private Wealth
Washington
$235K +$236K +3,229 New
HWM
442
Horizons Wealth Management
North Carolina
$235K -$6.35K -87 -3%
DI
443
DDFG Inc
California
$234K +$365 +5 +0.2%
JF
444
JSF Financial
California
$228K +$228K +3,129 New
PP
445
PrairieView Partners
Minnesota
$227K -$2.99K -41 -1%
WWG
446
West Wealth Group
California
$226K +$438 +6 +0.2%
NW
447
NewEdge Wealth
Pennsylvania
$225K +$5.91K +81 +3%
MLA
448
My Legacy Advisors
Oregon
$224K -$131K -1,802 -38%
RRA
449
Round Rock Advisors
Connecticut
$222K – – –
EWS
450
Evergreen Wealth Solutions
Pennsylvania
$220K -$47.2K -647 -18%
16 17
18
19 20