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iShares Global Clean Energy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
176
IHT Wealth Management
Illinois
$835K +$21.1K +1,073 +3%
GWM
177
Geneos Wealth Management
Colorado
$825K
EDRH
178
Edmond de Rothschild Holding
Switzerland
$823K +$85.4K +4,345 +12%
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$820K -$703K -35,764 -46%
CPWMP
180
Cardinal Point Wealth Management Partners
California
$811K +$393K +19,985 +96%
CPCM
181
Cardinal Point Capital Management
Ontario, Canada
$811K +$803K +40,860 New
GIA
182
Gladstone Institutional Advisory
Florida
$803K -$171K -8,695 -18%
AWM
183
Apollon Wealth Management
South Carolina
$801K +$6.72K +342 +0.9%
CA
184
Claro Advisors
Massachusetts
$799K -$97K -4,932 -11%
Franklin Resources
185
Franklin Resources
California
$794K +$596K +30,341 +314%
US Bancorp
186
US Bancorp
Minnesota
$790K -$126K -6,415 -14%
WF
187
Warner Financial
Maryland
$777K -$44.6K -2,270 -5%
ET
188
Equitable Trust
Tennessee
$772K -$4.62K -235 -0.6%
PHAM
189
Palisades Hudson Asset Management
Florida
$766K +$14.6K +741 +2%
VCM
190
Vigilant Capital Management
Maine
$755K +$108K +5,500 +17%
Baird Financial Group
191
Baird Financial Group
Wisconsin
$743K +$19.2K +976 +3%
JFGLC
192
Johnson Financial Group LLC (Colorado)
Colorado
$716K +$240K +12,184 +51%
SW
193
SVB Wealth
Massachusetts
$708K
AWM
194
Alterna Wealth Management
Texas
$705K -$28.7K -1,459 -4%
NL
195
NEPC LLC
Massachusetts
$704K
WCFA
196
Walkner Condon Financial Advisors
Wisconsin
$702K +$21K +1,068 +3%
BAAM
197
Baker Avenue Asset Management
California
$685K +$26.1K +1,329 +4%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$682K -$4.52K -230 -0.7%
KIA
199
Knollwood Investment Advisory
Maryland
$677K +$670K +34,105 New
HI
200
Harbour Investments
Wisconsin
$664K +$194K +9,877 +42%