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BlackRock ESG Capital Allocation Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
51
Gibraltar Capital Management
Oklahoma
$241K +$233K +15,000 New
BCM
52
Boreal Capital Management
Florida
$235K +$228K +14,657 New
SPIA
53
Steward Partners Investment Advisory
New York
$226K
SA
54
Sanctuary Advisors
Indiana
$209K
PAG
55
Private Advisor Group
New Jersey
$202K +$6.77K +436 +4%
CA
56
Calton & Associates
Florida
$201K +$3.39K +218 +2%
IWC
57
Integrated Wealth Concepts
Massachusetts
$179K +$173K +11,153 New
Millennium Management
58
Millennium Management
New York
$169K -$57K -3,670 -26%
TSMHT
59
Thurston Springer Miller Herd & Titak
Indiana
$161K
BWM
60
Buckley Wealth Management
Nevada
$161K +$155K +10,000 New
AAS
61
Ameritas Advisory Services
Nebraska
$84.3K +$81.5K +5,250 New
CA
62
Cornerstone Advisors
North Carolina
$70.7K
WTC
63
WhitTier Trust Company
Nevada
$57.7K
GWM
64
Geneos Wealth Management
Colorado
$50.7K +$42.3K +2,723 +630%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$31.6K -$66.8K -4,300 -69%
WSFS
66
Wilmington Savings Fund Society
Delaware
$24.1K
WA
67
WPG Advisers
Maryland
$21.5K -$3.06K -197 -13%
AWM
68
Atticus Wealth Management
Florida
$16.1K
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$16.1K
NFSG
70
Newbridge Financial Services Group
Florida
$16.1K +$15.5K +1,000 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$16.1K +$15.5K +1,000 New
ME
72
McIlrath & Eck
Washington
$11.2K +$10.9K +700 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$10K
AF
74
Allworth Financial
California
$8.03K +$7.77K +500 New
LFG
75
Larson Financial Group
Missouri
$6.96K +$373 +24 +6%