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iShares World ex U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$665K +$21.5K +372 +3%
MFG
27
Merit Financial Group
Georgia
$660K +$31.3K +540 +5%
UCFA
28
United Capital Financial Advisors
Texas
$640K -$137K -2,360 -18%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$630K -$24K -415 -4%
SA
30
Sanctuary Advisors
Indiana
$619K +$24.4K +422 +4%
SHJ
31
Sharkey, Howes & Javer
Colorado
$617K -$62.6K -1,081 -9%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$611K +$91.5K +1,581 +18%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$595K -$29.1K -502 -5%
OIA
34
OneDigital Investment Advisors
Kansas
$574K -$219K -3,778 -28%
BCI
35
Brinker Capital Investments
Pennsylvania
$571K +$34.1K +590 +6%
NA
36
NewEdge Advisors
Louisiana
$563K +$134K +2,316 +31%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$537K -$787K -13,597 -59%
AWM
38
AE Wealth Management
Kansas
$536K +$19.9K +344 +4%
DWA
39
Davis Wealth Advisors
New Hampshire
$525K -$74.3K -1,284 -12%
SWM
40
SigFig Wealth Management
California
$509K -$19.9K -344 -4%
VT
41
Vise Technologies
New York
$487K +$489K +8,451 New
IWC
42
Integrated Wealth Concepts
Massachusetts
$476K +$74.4K +1,286 +18%
FFA
43
Farther Finance Advisors
California
$428K +$29.7K +514 +7%
HighTower Advisors
44
HighTower Advisors
Illinois
$389K +$34K +588 +10%
MOS
45
MGO One Seven
Ohio
$373K -$12.3K -212 -3%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$369K +$368K +6,366 New
MPW
47
MA Private Wealth
California
$328K -$39.8K -687 -11%
CIA
48
Concurrent Investment Advisors
Florida
$308K +$11.2K +194 +4%
Jane Street
49
Jane Street
New York
$285K +$286K +4,939 New
SWP
50
Sagespring Wealth Partners
Tennessee
$273K +$6.66K +115 +2%