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iShares Low Carbon Optimized MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
26
Buckingham Strategic Wealth
Missouri
$320K +$309K +2,745 New
HFS
27
Howard Financial Services
Texas
$303K
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$215K +$36.3K +323 +21%
AC
29
Arjuna Capital
North Carolina
$213K +$206K +1,830 New
BCI
30
Brinker Capital Investments
Pennsylvania
$200K
MWM
31
Mascoma Wealth Management
New Hampshire
$162K
IFAM
32
Institutional & Family Asset Management
Colorado
$162K +$85.9K +764 +122%
NCM
33
New Capital Management
Texas
$154K -$331K -2,943 -69%
FHA
34
First Horizon Advisors
Tennessee
$147K +$11.7K +104 +9%
GSWM
35
Golden State Wealth Management
California
$137K +$133K +1,178 New
Wells Fargo
36
Wells Fargo
California
$75K -$10.1K -90 -12%
PG
37
Proffitt & Goodson
Tennessee
$62K
HNB
38
Huntington National Bank
Ohio
$58K
IF
39
Ironwood Financial
Arizona
$53K
SIAS
40
Shine Investment Advisory Services
Colorado
$42K +$5.06K +45 +14%
FEG
41
Financial Enhancement Group
Indiana
$39K +$9.67K +86 +35%
CFGS
42
Concourse Financial Group Securities
Alabama
$38K +$22.6K +201 +158%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$35K +$33.7K +300 New
EWM
44
Elmwood Wealth Management
California
$32K
BWP
45
Baldwin Wealth Partners
Massachusetts
$30K +$12.4K +110 +73%
KPW
46
Kore Private Wealth
New York
$24K
ASN
47
Advisory Services Network
Georgia
$23K
CA
48
Cetera Advisors
Colorado
$22K +$21.4K +190 New
RE
49
RBC Europe
United Kingdom
$16.1K
MIFH
50
Migdal Insurance & Financial Holdings
Israel
$16K