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
IRP
526
Investment Research Partners
Pennsylvania
$284K – – –
KFP
527
Keener Financial Planning
Texas
$282K -$28.8K -291 -9%
NAS
528
NWF Advisory Services
California
$282K – – –
S
529
SignatureFD
Georgia
$281K +$6.23K +63 +2%
MNA
530
Manning & Napier Advisors
New York
$281K -$33.3K -337 -10%
AIP
531
Avail Investment Partners
Pennsylvania
$278K +$288K +2,912 New
RRA
532
Round Rock Advisors
Connecticut
$277K -$2.18K -22 -0.8%
NFG
533
Nadler Financial Group
Illinois
$275K +$2.47K +25 +0.9%
CWA
534
Crusonia Wealth Advisors
Colorado
$275K – – –
PA
535
PW Advisors
Florida
$273K -$17.3K -175 -6%
EWM
536
Elmwood Wealth Management
California
$272K +$282K +2,849 New
NCM
537
Novare Capital Management
North Carolina
$272K +$282K +2,845 New
WDL
538
Well Done LLC
Michigan
$271K +$280K +2,833 New
CWM
539
Connecticut Wealth Management
Connecticut
$271K -$1.29K -13 -0.5%
JWM
540
JGP Wealth Management
Oregon
$269K +$2.47K +25 +0.9%
NW
541
NewEdge Wealth
Pennsylvania
$269K +$5.44K +55 +2%
OWCM
542
One Wealth Capital Management
Arizona
$269K +$594 +6 +0.2%
BWA
543
Basecamp Wealth Advisors
Washington
$269K +$29.7K +300 +12%
BHWM
544
Bar Harbor Wealth Management
New Hampshire
$268K +$277K +2,803 New
TDWM
545
Topel & Distasi Wealth Management
California
$264K -$96.7K -977 -26%
WA
546
WBH Advisory
Maryland
$263K -$4.55K -46 -2%
FFA
547
Founders Financial Alliance
North Carolina
$263K – – –
AMG
548
APS Management Group
California
$262K -$16.1K -163 -6%
CFA
549
CWS Financial Advisors
Michigan
$261K +$693 +7 +0.3%
SIAM
550
Sterling Investment Advisors (Missouri)
Missouri
$259K -$5.34K -54 -2%
20 21
22
23 24