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

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$647K +$56.7K +1,235 +9%
SPIA
27
Steward Partners Investment Advisory
New York
$643K +$68.8K +1,500 +11%
DWA
28
Davis Wealth Advisors
New Hampshire
$602K +$635K +13,840 New
SWM
29
SigFig Wealth Management
California
$596K +$62K +1,352 +11%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$513K +$61.1K +1,331 +13%
ISFAN
31
Investor's Fiduciary Advisor Network
Washington
$487K +$514K +11,193 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$407K -$22.6K -493 -5%
IWC
33
Integrated Wealth Concepts
Massachusetts
$392K -$454K -9,889 -52%
MOS
34
MGO One Seven
Ohio
$390K -$8.99K -196 -2%
PWM
35
Perigon Wealth Management
California
$388K +$176K +3,840 +78%
NA
36
NewEdge Advisors
Louisiana
$386K +$406K +8,840 +24,556%
EFG
37
Elios Financial Group
Ohio
$372K +$12.9K +281 +3%
AWM
38
AE Wealth Management
Kansas
$359K -$9.86K -215 -3%
WA
39
Wealth Alliance
New York
$356K +$24.4K +532 +7%
BCI
40
Brinker Capital Investments
Pennsylvania
$339K +$48.4K +1,055 +16%
OPS
41
Orion Portfolio Solutions
Nebraska
$339K +$48.4K +1,055 +16%
APW
42
Austin Private Wealth
Texas
$337K +$25.1K +547 +8%
TC
43
TownSquare Capital
Utah
$336K +$118K +2,573 +50%
RIA
44
Regal Investment Advisors
Michigan
$268K +$30.4K +662 +12%
SCA
45
Snowden Capital Advisors
New York
$266K +$40.1K +873 +17%
MPW
46
MA Private Wealth
California
$262K +$2.62K +57 +1%
DAS
47
Diversify Advisory Services
Utah
$262K -$78.5K -1,712 -22%
HighTower Advisors
48
HighTower Advisors
Illinois
$257K +$271K +5,907 New
AAS
49
Avantax Advisory Services
Texas
$255K -$16.6K -362 -6%
RA
50
RFG Advisory
Alabama
$250K +$264K +5,745 New