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iShares Global Clean Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBA
176
Coastal Bridge Advisors
Connecticut
$522K – – –
EWA
177
EP Wealth Advisors
California
$510K +$214K +10,307 +71%
OWA
178
Outlook Wealth Advisors
Texas
$498K +$99.2K +4,785 +25%
SW
179
SteelPeak Wealth
California
$495K +$14.5K +700 +3%
JIG
180
Junk Investment Group
Maryland
$490K +$415 +20 +0.1%
WCCM
181
Willow Creek Capital Management
Montana
$485K +$491K +23,675 New
WLIM
182
White Lighthouse Investment Management
Massachusetts
$484K +$11.1K +535 +2%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$479K +$80.6K +3,887 +20%
WA
184
WBH Advisory
Maryland
$468K +$48.6K +2,345 +11%
Northern Trust
185
Northern Trust
Illinois
$466K -$16.6K -802 -3%
BPW
186
BLVD Private Wealth
Kentucky
$464K -$43.9K -2,119 -9%
CTA
187
Chesley Taft & Associates
Illinois
$461K – – –
OCA
188
OpenArc Corporate Advisory
Georgia
$461K +$195K +9,386 +72%
HGWM
189
Horst & Graben Wealth Management
Oregon
$459K +$472K +22,745 New
EWA
190
EverSource Wealth Advisors
Alabama
$458K +$463K +22,343 New
PWM
191
Perigon Wealth Management
California
$458K +$463K +22,328 New
PAA
192
Peregrine Asset Advisers
Oregon
$450K +$94.2K +4,545 +26%
NPT
193
National Philanthropic Trust
Pennsylvania
$446K -$10.3K -496 -2%
CL
194
Choreo LLC
Illinois
$443K +$180K +8,670 +67%
OIA
195
OneDigital Investment Advisors
Kansas
$443K +$448K +21,609 New
SC
196
Scotia Capital
Ontario, Canada
$439K +$39.3K +1,897 +10%
HR
197
Howe & Rusling
New York
$427K +$18.6K +899 +5%
MWM
198
Modern Wealth Management
Kansas
$426K +$160K +7,722 +59%
BEI
199
Benjamin Edwards Inc
Missouri
$424K -$22.3K -1,074 -5%
LEA
200
Legacy Edge Advisors
New York
$419K -$42.8K -2,065 -9%