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iShares Low Carbon Optimized MSCI ACWI ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Mascoma Wealth Management
New Hampshire
$16K – – –
AW
102
ACG Wealth
Georgia
$16K +$17.8K +120 New
CYG
103
Clean Yield Group
Vermont
$14K – – –
DWA
104
Dougherty Wealth Advisers
Minnesota
$14K – – –
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.21K – – –
RCM
106
Raleigh Capital Management
North Carolina
$8K – – –
PA
107
PSI Advisors
Florida
$8K +$149 +1 +2%
FWM
108
Focused Wealth Management
New York
$6K -$18.4K -124 -75%
FRA
109
Front Row Advisors
California
$6K – – –
CB
110
Community Bank
New York
$5K – – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$4K -$14.7K -99 -76%
CA
112
Crewe Advisors
Utah
$4K – – –
EW
113
Evoke Wealth
California
$4K – – –
TCWA
114
Ten Capital Wealth Advisors
Washington
$4K – – –
GWSG
115
GPS Wealth Strategies Group
Colorado
$2K – – –
IA
116
IFP Advisors
Florida
$2K – – –
PA
117
Parallel Advisors
California
$1K – – –
TRCT
118
Tower Research Capital (TRC)
New York
$1K +$594 +4 New
CAAS
119
Capital Asset Advisory Services
Michigan
$1K +$1.34K +9 New
WIM
120
Westside Investment Management
California
$41 – – –
SC
121
Sepio Capital
Utah
– -$2.38M -14,574 Closed
PWP
122
Personal Wealth Partners
Minnesota
– -$600K -3,677 Closed
HF
123
HRT Financial
New York
– -$382K -2,344 Closed
SC
124
Scotia Capital
Ontario, Canada
– -$320K -1,959 Closed
RJFSA
125
Raymond James Financial Services Advisors
Florida
– -$259K -1,585 Closed