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iShares MSCI Global Sustainable Development Goals ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
101
Clear Perspectives Financial Planning
Ohio
$39K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$34K -$3.27K -35 -8%
FP
103
Financial Perspectives
Minnesota
$32.3K +$374 +4 +1%
PA
104
PSI Advisors
Florida
$32K
MAM
105
McCarthy Asset Management
California
$27K +$374 +4 +1%
4FG
106
4Thought Financial Group
New York
$26K +$3.55K +38 +15%
FF
107
FourThought Financial
Florida
$25K
SFM
108
Signet Financial Management
New Jersey
$25K +$25.7K +275 New
MWM
109
Mascoma Wealth Management
New Hampshire
$22K +$22.2K +237 New
HCP
110
Hexagon Capital Partners
Arkansas
$20K
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$19K +$13.3K +142 +225%
CCM
112
Covington Capital Management
California
$16K
SWM
113
Spire Wealth Management
Virginia
$16K +$187 +2 +1%
FRA
114
Front Row Advisors
California
$14K
MFAM
115
M Financial Asset Management
Oregon
$11K
JGCM
116
Joseph Group Capital Management
Ohio
$11K +$11.8K +126 New
GWSG
117
GPS Wealth Strategies Group
Colorado
$9K
FCG
118
Financial Connections Group
California
$9K +$9.35K +100 New
CWM
119
Curi Wealth Management
North Carolina
$6K +$6.73K +72 New
BWL
120
Bogart Wealth LLC
Virginia
$3K
DTIM
121
Danda Trouve Investment Management
Kansas
$3K
SWM
122
Sugarloaf Wealth Management
Georgia
$3K
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$3K +$3.09K +33 New
RA
124
Rise Advisors
New York
$2.71K +$2.81K +30 New
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$1K -$614K -6,569 -100%