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iShares MSCI Global Sustainable Development Goals ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Farther Finance Advisors
California
$315K +$319K +4,346 New
AAS
52
Ameritas Advisory Services
Nebraska
$297K
TC
53
TownSquare Capital
Utah
$292K
WSWA
54
Warren Street Wealth Advisors
California
$292K
OAM
55
Oppenheimer Asset Management
New York
$290K +$42.6K +580 +17%
KWM
56
Kingsview Wealth Management
Oregon
$288K -$4.04K -55 -1%
EFH
57
Eaton Financial Holdings
Florida
$254K +$14.5K +198 +6%
HFA
58
Highland Financial Advisors
New Jersey
$241K +$21.1K +287 +9%
GBWM
59
Granite Bay Wealth Management
New Hampshire
$239K -$22K -300 -8%
FHA
60
First Horizon Advisors
Tennessee
$234K -$106K -1,442 -31%
Wealthfront Advisers
61
Wealthfront Advisers
California
$232K +$235K +3,200 New
IWC
62
Integrated Wealth Concepts
Massachusetts
$231K -$2.35K -32 -1%
Raymond James Financial
63
Raymond James Financial
Florida
$229K -$83.3K -1,135 -26%
BDFN
64
Bond & Devick Financial Network
Minnesota
$228K -$397K -5,413 -63%
PI
65
PFG Investments
New York
$206K -$23.1K -315 -10%
LFASL
66
Lugano Financial Advisors SA (LFA)
Switzerland
$131K +$41.1K +560 +45%
AssetMark Inc
67
AssetMark Inc
California
$101K -$5.8K -79 -5%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$89.5K -$20.6K -280 -18%
TLA
69
Tanglewood Legacy Advisors
Texas
$68.8K
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$60.4K
B
71
Birchbrook
Maine
$59.3K +$4.55K +62 +8%
DF
72
Dunhill Financial
United Kingdom
$57.1K -$587 -8 -1%
FP
73
Financial Perspectives
Minnesota
$45.8K
CFO
74
CVA Family Office
Colorado
$45.2K
JEST
75
JTC Employer Solutions Trustee
Jersey
$37K