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iShares MSCI Global Sustainable Development Goals ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
51
First Horizon Corporation
Tennessee
$269K +$260K +3,236 New
BDFN
52
Bond & Devick Financial Network
Minnesota
$262K
IWC
53
Integrated Wealth Concepts
Massachusetts
$253K +$3.85K +48 +2%
KWM
54
Kingsview Wealth Management
Oregon
$251K -$2.17K -27 -0.9%
GBWM
55
Granite Bay Wealth Management
New Hampshire
$250K
PI
56
PFG Investments
New York
$225K
AAM
57
Ameraudi Asset Management
New York
$208K +$201K +2,500 New
G
58
GenTrust
Florida
$208K +$201K +2,500 New
MWM
59
Mission Wealth Management
California
$204K +$197K +2,454 New
LFASL
60
Lugano Financial Advisors SA (LFA)
Switzerland
$151K
AWM
61
AE Wealth Management
Kansas
$130K +$92.4K +1,151 +282%
AssetMark Inc
62
AssetMark Inc
California
$108K -$883 -11 -0.8%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$99.2K -$4.01K -50 -4%
WAM
64
WFA Asset Management
Wisconsin
$82.6K -$6.5K -81 -8%
TLA
65
Tanglewood Legacy Advisors
Texas
$79K
Jones Financial Companies
66
Jones Financial Companies
Missouri
$77.2K -$321 -4 -0.4%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$69.5K
B
68
Birchbrook
Maine
$67.1K
ASN
69
Advisory Services Network
Georgia
$63.5K +$61.3K +763 New
CFO
70
CVA Family Office
Colorado
$54.3K
FP
71
Financial Perspectives
Minnesota
$53.2K
DF
72
Dunhill Financial
United Kingdom
$45.2K -$17.6K -219 -29%
JEST
73
JTC Employer Solutions Trustee
Jersey
$42K
SPIA
74
Steward Partners Investment Advisory
New York
$33.3K -$1.04K -13 -3%
AG
75
AmeriFlex Group
Nevada
$30.3K +$14.5K +181 +99%