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iShares ESG Aware MSCI EAFE ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$615K +$640K +9,448 New
FANJ
27
Financial Architects (New Jersey)
New Jersey
$574K +$97.2K +1,434 +19%
DFIG
28
Dragon Financial & Investment Group
California
$532K +$554K +8,170 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$521K -$17.6K -260 -3%
MWM
30
Mission Wealth Management
California
$521K +$542K +8,000 New
ASN
31
Advisory Services Network
Georgia
$467K +$342K +5,046 +258%
SCA
32
Snowden Capital Advisors
New York
$466K -$199K -2,939 -29%
RCS
33
Retirement Capital Strategies
California
$421K +$438K +6,468 New
TCOV
34
Trust Company of Vermont
Vermont
$416K +$90.8K +1,340 +27%
WT
35
Whittier Trust
California
$391K +$203K +3,000 +100%
SAS
36
Sage Advisory Services
Texas
$359K +$42.1K +622 +13%
RC
37
RegentAtlantic Capital
New Jersey
$334K +$348K +5,133 New
ECM
38
ETrade Capital Management
Virginia
$332K +$345K +5,093 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$306K -$65K -959 -17%
SFS
40
Sowell Financial Services
Arkansas
$292K +$62K +915 +25%
BCI
41
Brinker Capital Investments
Pennsylvania
$274K – – –
KLI
42
Kelman-Lazarov Inc
Tennessee
$256K +$266K +3,925 New
V
43
Veritable
Delaware
$248K +$9.89K +146 +4%
CWM
44
Connecticut Wealth Management
Connecticut
$245K +$257K +3,797 New
FHA
45
Flagship Harbor Advisors
Massachusetts
$213K +$223K +3,284 New
WF
46
WealthTrust Fairport
Ohio
$209K +$105K +1,544 +93%
SIAP
47
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$190K – – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$173K – – –
WTC
49
WhitTier Trust Company
Nevada
$150K -$10.2K -150 -6%
UBS AM
50
UBS AM
Illinois
$149K +$155K +2,293 New