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BlackRock ESG Capital Allocation Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$707K +$731K +49,404 New
Osaic Holdings
27
Osaic Holdings
Arizona
$698K +$712K +48,127 +18,582%
SFS
28
Shaker Financial Services
Virginia
$680K -$5.55K -375 -0.8%
WS
29
Wedbush Securities
California
$532K +$551K +37,200 New
DWM
30
Dakota Wealth Management
Florida
$512K +$91.6K +6,190 +21%
Truist Financial
31
Truist Financial
North Carolina
$384K +$5.18K +350 +1%
VCA
32
Verdence Capital Advisors
Maryland
$322K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$246K +$258K +17,465 New
WT
34
Whittier Trust
California
$215K
CA
35
Calton & Associates
Florida
$205K +$212K +14,350 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$179K +$185K +12,500 New
Invesco
37
Invesco
Georgia
$178K +$184K +12,438 New
SCA
38
Snowden Capital Advisors
New York
$164K
AWA
39
Arete Wealth Advisors
Illinois
$157K +$163K +11,000 New
IA
40
IFG Advisory
Georgia
$143K +$148K +10,000 New
CWC
41
Carolinas Wealth Consulting
North Carolina
$70K
SPIA
42
Steward Partners Investment Advisory
New York
$25K
Bessemer Group
43
Bessemer Group
New Jersey
$22K -$10.7K -723 -32%
CCM
44
Covington Capital Management
California
$15K +$15.2K +1,030 New
JWA
45
JFS Wealth Advisors
Pennsylvania
$7K
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7.4K +500 New
IA
47
IFP Advisors
Florida
$3K
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$1K +$1.15K +78 New
VF
49
Virtu Financial
New York
-$386K -23,189 Closed
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
-$222K -13,378 Closed