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iShares MSCI Global Sustainable Development Goals ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
26
MFA Wealth Advisors
Pennsylvania
$676K +$622K +7,244 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$646K -$45.4K -529 -7%
BAM
28
Belpointe Asset Management
Nevada
$593K +$195K +2,271 +56%
BDFN
29
Bond & Devick Financial Network
Minnesota
$540K +$497K +5,789 New
AGA
30
Arkos Global Advisors
Texas
$536K -$78K -909 -14%
Citadel Advisors
31
Citadel Advisors
Florida
$524K +$482K +5,619 New
LFASL
32
Lugano Financial Advisors SA (LFA)
Switzerland
$478K
WTC
33
WhitTier Trust Company
Nevada
$467K
PA
34
PFG Advisors
Arizona
$457K -$515 -6 -0.1%
AFP
35
Ausdal Financial Partners
Iowa
$433K +$398K +4,636 New
WMP
36
Wealth Management Partners
Arizona
$431K +$370K +4,309 New
Stifel Financial
37
Stifel Financial
Missouri
$384K +$353K +4,110 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$373K -$26K -303 -7%
SHJ
39
Sharkey, Howes & Javer
Colorado
$339K +$312K +3,632 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$322K +$17.9K +209 +6%
Creative Planning
41
Creative Planning
Kansas
$312K +$287K +3,343 New
OPS
42
Orion Portfolio Solutions
Nebraska
$311K -$51.5K -600 -15%
KWM
43
Kingsview Wealth Management
Oregon
$310K +$23.1K +269 +9%
FHA
44
First Horizon Advisors
Tennessee
$302K
PG
45
Patten Group
Tennessee
$299K +$56K +652 +26%
DAS
46
Dynamic Advisor Solutions
Arizona
$299K +$275K +3,208 New
LWMG
47
Levy Wealth Management Group
Pennsylvania
$298K +$274K +3,195 New
AssetMark Inc
48
AssetMark Inc
California
$274K -$5.58K -65 -2%
FP
49
Fiduciary Planning
Florida
$269K +$1.12K +13 +0.5%
SAS
50
Sanford Advisory Services
Michigan
$263K +$242K +2,819 New