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iShares MSCI Global Sustainable Development Goals ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$389K +$88.7K +1,119 +26%
TWM
52
Tradition Wealth Management
Minnesota
$384K +$8.56K +108 +2%
ASN
53
Advisory Services Network
Georgia
$371K +$88.5K +1,117 +27%
Lido Advisors
54
Lido Advisors
California
$359K +$401K +5,067 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$356K -$3.96K -50 -1%
WTC
56
WhitTier Trust Company
Nevada
$354K
WF
57
Whelan Financial
California
$348K +$389K +4,908 New
CBFP
58
Cedar Brook Financial Partners
Ohio
$347K +$2.93K +37 +0.8%
BC
59
Brio Consultants
California
$345K +$384K +4,851 New
BWFA
60
Baltimore-Washington Financial Advisors
Maryland
$344K +$385K +4,865 New
FHA
61
First Horizon Advisors
Tennessee
$331K
CWP
62
Concord Wealth Partners
Virginia
$325K +$257K +3,250 +242%
LWMG
63
Levy Wealth Management Group
Pennsylvania
$314K -$102K -1,285 -23%
CWM
64
Congress Wealth Management
Massachusetts
$311K +$5.15K +65 +2%
RJA
65
Raymond James & Associates
Florida
$298K
SFP
66
Sandbox Financial Partners
Maryland
$292K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$292K +$1.19K +15 +0.4%
KWM
68
Kingsview Wealth Management
Oregon
$281K -$6.34K -80 -2%
OCM
69
One Capital Management
California
$273K
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$272K -$35.3K -445 -10%
PA
71
PFG Advisors
Arizona
$261K -$5.23K -66 -2%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$258K
SAS
73
Sanford Advisory Services
Michigan
$254K
RJFSA
74
Raymond James Financial Services Advisors
Florida
$251K -$42.7K -539 -13%
JMPWA
75
JP Morgan Private Wealth Advisors
California
$245K +$273K +3,450 New