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iShares Low Carbon Optimized MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$372K
DAS
52
Dynamic Advisor Solutions
Arizona
$356K -$1.93K -13 -0.5%
AWA
53
Aaron Wealth Advisors
Illinois
$356K +$387K +2,604 New
Baird Financial Group
54
Baird Financial Group
Wisconsin
$349K +$297 +2 +0.1%
HighTower Advisors
55
HighTower Advisors
Illinois
$338K -$26K -175 -7%
HPWM
56
Highland Private Wealth Management
Washington
$311K -$52.9K -356 -14%
WGCA
57
Wolf Group Capital Advisors
Virginia
$307K +$3.27K +22 +1%
BlackRock
58
BlackRock
New York
$293K +$15.3K +103 +5%
TPCW
59
TD Private Client Wealth
New York
$280K +$28.7K +193 +10%
HFS
60
Howard Financial Services
Texas
$276K -$19.5K -131 -6%
OMC
61
Old Mission Capital
Illinois
$276K +$299K +2,015 New
C
62
Certuity
Florida
$275K
WI
63
WrapManager Inc
California
$255K -$2.08K -14 -0.7%
GEM
64
Global Endowment Management
North Carolina
$252K +$16.6K +112 +6%
CPWMP
65
Cardinal Point Wealth Management Partners
California
$252K +$274K +1,845 New
NA
66
Nottingham Advisors
New York
$242K -$720K -4,848 -73%
KL
67
KilterHowling LLC
Colorado
$230K -$18.6K -125 -7%
MML Investors Services
68
MML Investors Services
Massachusetts
$227K -$39.2K -264 -14%
AWS
69
Atria Wealth Solutions
New York
$211K +$27.6K +186 +14%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$197K +$45.2K +304 +27%
IFAM
71
Institutional & Family Asset Management
Colorado
$196K -$24.8K -167 -10%
CWP
72
Concord Wealth Partners
Virginia
$163K -$23.6K -159 -12%
RA
73
Rise Advisors
New York
$142K +$1.63K +11 +1%
US Bancorp
74
US Bancorp
Minnesota
$121K
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$117K -$31.6K -213 -21%