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BlackRock ESG Capital Allocation Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$781K +$194K +13,423 +28%
WS
27
Wedbush Securities
California
$702K +$255K +17,626 +47%
MIG
28
Mariner Investment Group
New York
$667K
Osaic Holdings
29
Osaic Holdings
Arizona
$570K -$56.5K -3,905 -8%
Truist Financial
30
Truist Financial
North Carolina
$469K +$142K +9,800 +37%
DWM
31
Dakota Wealth Management
Florida
$418K -$46.2K -3,195 -9%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$349K +$141K +9,750 +56%
LPL Financial
33
LPL Financial
California
$334K -$337K -23,313 -47%
Invesco
34
Invesco
Georgia
$334K +$198K +13,656 +110%
FHA
35
Flagship Harbor Advisors
Massachusetts
$238K +$269K +18,599 New
VCA
36
Verdence Capital Advisors
Maryland
$224K -$72.3K -5,000 -22%
CA
37
Calton & Associates
Florida
$215K +$36K +2,489 +17%
Creative Planning
38
Creative Planning
Kansas
$202K +$228K +15,731 New
DADC
39
D.A. Davidson & Co
Montana
$156K +$177K +12,200 New
SCA
40
Snowden Capital Advisors
New York
$147K
AWA
41
Arete Wealth Advisors
Illinois
$144K +$3.41K +236 +2%
IA
42
IFG Advisory
Georgia
$128K
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$128K +$145K +10,000 New
CWC
44
Carolinas Wealth Consulting
North Carolina
$63K
SPIA
45
Steward Partners Investment Advisory
New York
$35K +$14.5K +1,000 +58%
Bessemer Group
46
Bessemer Group
New Jersey
$17K -$2.29K -158 -10%
MA
47
MUFG Americas
New York
$16K +$18.1K +1,250 New
GI
48
Gradient Investments
Minnesota
$15K +$16.6K +1,148 New
CCM
49
Covington Capital Management
California
$13K
TCOV
50
Trust Company of Vermont
Vermont
$13K +$14.5K +1,000 New