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iShares MSCI Global Sustainable Development Goals ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
76
Concord Wealth Partners
Virginia
$107K +$52.9K +642 +92%
LFASL
77
Lugano Financial Advisors SA (LFA)
Switzerland
$105K -$205K -2,490 -65%
HI
78
Harbour Investments
Wisconsin
$97K +$100K +1,215 New
COCM
79
Charter Oak Capital Management
New Hampshire
$80K
FWP
80
FAS Wealth Partners
Kansas
$79K +$824 +10 +1%
MWM
81
Mascoma Wealth Management
New Hampshire
$75K
US Bancorp
82
US Bancorp
Minnesota
$50K
FP
83
Financial Perspectives
Minnesota
$44.2K +$412 +5 +0.9%
SWM
84
SeaCrest Wealth Management
New York
$42K +$42.9K +520 New
CMBA
85
C.M. Bidwell & Associates
Hawaii
$38K
Fidelity Investments
86
Fidelity Investments
Massachusetts
$30K
PA
87
PSI Advisors
Florida
$28K
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$27K -$18.4K -223 -40%
4FG
89
4Thought Financial Group
New York
$23K +$412 +5 +2%
FF
90
FourThought Financial
Florida
$22K
CPFP
91
Clear Perspectives Financial Planning
Ohio
$19K -$16.5K -200 -46%
SWM
92
Spire Wealth Management
Virginia
$14K +$165 +2 +1%
FRA
93
Front Row Advisors
California
$12K
GT
94
Glenmede Trust
Pennsylvania
$11K +$12K +146 New
JGCM
95
Joseph Group Capital Management
Ohio
$10K
MFAM
96
M Financial Asset Management
Oregon
$10K
CCM
97
Covington Capital Management
California
$8K
GWSG
98
GPS Wealth Strategies Group
Colorado
$8K
GRP
99
Global Retirement Partners
California
$8K +$82 +1 +1%
FCG
100
Financial Connections Group
California
$7K