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iShares MSCI Global Sustainable Development Goals ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Congress Wealth Management
Massachusetts
$346K +$357K +4,328 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$342K -$89.6K -1,087 -20%
RJA
53
Raymond James & Associates
Florida
$336K -$43.3K -526 -11%
Ameriprise
54
Ameriprise
Minnesota
$336K +$20.6K +250 +6%
SFP
55
Sandbox Financial Partners
Maryland
$329K +$3.3K +40 +1%
ASN
56
Advisory Services Network
Georgia
$328K +$4.7K +57 +1%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$328K +$137K +1,661 +68%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$326K +$62.9K +763 +23%
WSWA
59
Warren Street Wealth Advisors
California
$325K +$17.9K +217 +6%
KWM
60
Kingsview Wealth Management
Oregon
$323K -$29.8K -362 -8%
OCM
61
One Capital Management
California
$308K
OPS
62
Orion Portfolio Solutions
Nebraska
$303K -$15.2K -185 -5%
PA
63
PFG Advisors
Arizona
$299K -$109K -1,323 -26%
KL
64
KilterHowling LLC
Colorado
$293K -$50.4K -612 -14%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$290K -$12.5K -152 -4%
SAS
66
Sanford Advisory Services
Michigan
$286K
PAG
67
Private Advisor Group
New Jersey
$278K -$12.6K -153 -4%
FTUS
68
Flow Traders U.S.
New York
$256K +$264K +3,200 New
OAM
69
Oppenheimer Asset Management
New York
$218K +$1.48K +18 +0.7%
HFA
70
Highland Financial Advisors
New Jersey
$218K +$224K +2,723 New
M&T Bank
71
M&T Bank
New York
$204K
AssetMark Inc
72
AssetMark Inc
California
$179K +$56.8K +689 +44%
APA
73
American Portfolios Advisors
New York
$178K +$989 +12 +0.5%
MCC
74
Money Concepts Capital
Florida
$164K +$2.31K +28 +1%
BWM
75
BerganKDV Wealth Management
Minnesota
$162K