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

Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$677K -$20.5K -446 -3%
SPIA
27
Steward Partners Investment Advisory
New York
$650K -$32.5K -706 -5%
SWM
28
SigFig Wealth Management
California
$610K -$26.1K -567 -4%
DWA
29
Davis Wealth Advisors
New Hampshire
$589K -$50.4K -1,096 -8%
PWM
30
Perigon Wealth Management
California
$549K +$142K +3,090 +35%
ISFAN
31
Investor's Fiduciary Advisor Network
Washington
$546K +$29K +631 +6%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$541K -$3.63K -79 -0.7%
GM
33
GeoWealth Management
Illinois
$458K +$204K +4,437 +81%
HighTower Advisors
34
HighTower Advisors
Illinois
$432K +$158K +3,443 +58%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$425K -$7.17K -156 -2%
Citadel Advisors
36
Citadel Advisors
Florida
$423K -$1.7M -36,985 -80%
Osaic Holdings
37
Osaic Holdings
Arizona
$412K -$274K -5,952 -40%
NA
38
NewEdge Advisors
Louisiana
$408K -$1.52K -33 -0.4%
EFG
39
Elios Financial Group
Ohio
$394K -$736 -16 -0.2%
MOS
40
MGO One Seven
Ohio
$393K -$21.1K -459 -5%
SW
41
SoFi Wealth
California
$380K +$318K +6,914 +530%
BCI
42
Brinker Capital Investments
Pennsylvania
$378K +$17.4K +378 +5%
OPS
43
Orion Portfolio Solutions
Nebraska
$378K +$17.4K +378 +5%
AWM
44
AE Wealth Management
Kansas
$363K -$18.1K -393 -5%
APW
45
Austin Private Wealth
Texas
$349K -$7.91K -172 -2%
WA
46
Wealth Alliance
New York
$343K -$34.8K -757 -9%
IWC
47
Integrated Wealth Concepts
Massachusetts
$337K -$78.9K -1,715 -19%
RA
48
RFG Advisory
Alabama
$300K +$34K +740 +13%
RIA
49
Regal Investment Advisors
Michigan
$290K +$5.57K +121 +2%
TC
50
TownSquare Capital
Utah
$288K -$68.1K -1,480 -19%