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iShares Low Carbon Optimized MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
26
Van Hulzen Asset Management
California
$561K +$40.5K +325 +8%
LPL Financial
27
LPL Financial
California
$551K +$107K +858 +25%
GAM
28
Gould Asset Management
California
$518K -$39.9K -320 -7%
ST
29
Spinnaker Trust
Maine
$499K -$41.2K -330 -8%
PWP
30
Personal Wealth Partners
Minnesota
$476K
MWM
31
Merriman Wealth Management
Washington
$442K
RZH
32
Relyea Zuckerberg Hanson
Connecticut
$435K +$420K +3,365 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$406K +$90.7K +727 +30%
AFG
34
Albion Financial Group
Utah
$393K +$124K +993 +49%
MMA
35
Miracle Mile Advisors
California
$382K +$368K +2,954 New
BSW
36
Buckingham Strategic Wealth
Missouri
$355K
Baird Financial Group
37
Baird Financial Group
Wisconsin
$329K +$317K +2,542 New
HFS
38
Howard Financial Services
Texas
$324K -$14.2K -114 -4%
C
39
Certuity
Florida
$260K +$250K +2,007 New
WR
40
Watson Rebecca
$260K +$251K +2,012 New
SPIA
41
Steward Partners Investment Advisory
New York
$255K -$4.24K -34 -2%
HighTower Advisors
42
HighTower Advisors
Illinois
$254K +$21.8K +175 +10%
GEM
43
Global Endowment Management
North Carolina
$233K +$11.3K +91 +5%
MFM
44
Mirsky Financial Management
New York
$201K +$194K +1,553 New
FHA
45
First Horizon Advisors
Tennessee
$193K +$125 +1 +0.1%
IFAM
46
Institutional & Family Asset Management
Colorado
$177K -$499 -4 -0.3%
BlackRock
47
BlackRock
New York
$169K +$26.2K +210 +19%
CWA
48
Carolina Wealth Advisors
South Carolina
$120K +$115K +925 New
BCI
49
Brinker Capital Investments
Pennsylvania
$107K -$28.6K -229 -22%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$90K +$83.8K +672 +3,055%