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iShares Low Carbon Optimized MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$267K -$41.9K -299 -14%
BlackRock
52
BlackRock
New York
$257K
IFAM
53
Institutional & Family Asset Management
Colorado
$248K +$32.5K +232 +16%
ZAM
54
Zevin Asset Management
Massachusetts
$240K
GSC
55
Ground Swell Capital
South Carolina
$224K +$211K +1,504 New
MFM
56
Mirsky Financial Management
New York
$221K +$208K +1,483 New
GSWM
57
Golden State Wealth Management
California
$219K +$207K +1,478 New
LF
58
Lee Financial
Texas
$139K +$116K +829 +790%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$127K +$79.8K +569 +215%
US Bancorp
60
US Bancorp
Minnesota
$113K
CWA
61
Carolina Wealth Advisors
South Carolina
$112K
GWM
62
Geneos Wealth Management
Colorado
$112K +$101K +721 New
PP
63
PrairieView Partners
Minnesota
$88K +$11.2K +80 +16%
PG
64
Proffitt & Goodson
Tennessee
$81K
TPCW
65
TD Private Client Wealth
New York
$73.8K +$69.6K +496 New
IF
66
Ironwood Financial
Arizona
$55K +$1.82K +13 +4%
1832 Asset Management
67
1832 Asset Management
Ontario, Canada
$45K
AIA
68
Arcadia Investment Advisors
Idaho
$39.9K
BCWM
69
Bartlett & Co Wealth Management
Ohio
$26K
BC
70
Bartlett & Co
Ohio
$26K
MIFH
71
Migdal Insurance & Financial Holdings
Israel
$21K
SFS
72
Sowell Financial Services
Arkansas
$20K
NCM
73
New Capital Management
Texas
$17K
DWMG
74
DB Wealth Management Group
California
$17K +$16.3K +116 New
DWA
75
Dougherty Wealth Advisers
Minnesota
$16K