We are live on ! Find out more
ECAT icon

BlackRock ESG Capital Allocation Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Boreal Capital Management
Florida
$211K -$15.3K -955 -7%
WIA
52
World Investment Advisors
California
$209K +$5.13K +320 +2%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$201K -$78.6K -4,907 -27%
Creative Planning
54
Creative Planning
Kansas
$201K +$209K +13,054 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$184K +$23.1K +1,439 +14%
ATPW
56
Ashton Thomas Private Wealth
Arizona
$154K
Comerica Bank
57
Comerica Bank
Texas
$142K -$134K -8,382 -48%
GRP
58
Global Retirement Partners
California
$65.2K +$68K +4,240 New
TAM
59
Tucker Asset Management
Colorado
$53.2K +$55.4K +3,459 New
TCM
60
Triumph Capital Management
Colorado
$53.1K +$55.3K +3,450 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$46.1K
PWPS
62
Pinnacle Wealth Planning Services
Ohio
$32.5K +$33.8K +2,110 New
WSFS
63
Wilmington Savings Fund Society
Delaware
$23.1K
AAP
64
Arax Advisory Partners
Colorado
$16.5K +$16 +1 +0.1%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$15.4K
CFB
66
Cullen/Frost Bankers
Texas
$15.4K +$16K +1,000 New
WA
67
WPG Advisers
Maryland
$12.9K -$4.62K -288 -26%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$10K
CAL
69
Capital Analysts LLC
Pennsylvania
$10K +$10.3K +641 New
AF
70
Allworth Financial
California
$7.69K
CFP
71
Comprehensive Financial Planning
Pennsylvania
$7.69K +$8.01K +500 New
LFG
72
Larson Financial Group
Missouri
$7.4K +$385 +24 +5%
RFP
73
Root Financial Partners
California
$7.37K +$7.68K +479 New
AssetMark Inc
74
AssetMark Inc
California
$6.57K +$1.96K +122 +40%
HWP
75
Highline Wealth Partners
California
$3.08K -$3.21K -200 -50%