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iShares Low Carbon Optimized MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Merit Financial Group
76
Merit Financial Group
Georgia
$262K -$30.7K -156 -10%
KL
77
KilterHowling LLC
Colorado
$250K -$28.4K -144 -10%
TCM
78
TruNorth Capital Management
Michigan
$249K – – –
Atria Wealth Solutions
79
Atria Wealth Solutions
New York
$238K – – –
Ameritas Advisory Services
80
Ameritas Advisory Services
Nebraska
$228K +$3.94K +20 +2%
&Partners
81
&Partners
Tennessee
$222K -$44.1K -224 -16%
Cerity Partners
82
Cerity Partners
New York
$203K +$209K +1,063 New
Kestra Advisory Services
83
Kestra Advisory Services
Texas
$193K +$198K +1,007 New
US Bancorp
84
US Bancorp
Minnesota
$184K – – –
Comerica Bank
85
Comerica Bank
Texas
$161K – – –
EP Wealth Advisors
86
EP Wealth Advisors
California
$154K – – –
PFBT
87
Parkside Financial Bank & Trust
Missouri
$145K – – –
AF
88
Advisornet Financial
Minnesota
$126K +$9.85K +50 +8%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$118K – – –
PP
90
PrairieView Partners
Minnesota
$111K – – –
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$100K – – –
GWSG
92
GPS Wealth Strategies Group
Colorado
$87.7K +$17.3K +88 +24%
Bartlett & Co Wealth Management
93
Bartlett & Co Wealth Management
Ohio
$84.1K – – –
PG
94
Proffitt & Goodson
Tennessee
$82.6K – – –
WhitTier Trust Company
95
WhitTier Trust Company
Nevada
$74.7K -$13.8K -70 -15%
IRC
96
Investors Research Corp
Georgia
$69.2K – – –
DWA
97
Dougherty Wealth Advisers
Minnesota
$69K +$43.5K +221 +158%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$58.5K -$14.6K -74 -19%
WIM
99
Westside Investment Management
California
$57.4K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$57K – – –