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

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$759K +$6.65K +117 +0.9%
UCFA
27
United Capital Financial Advisors
Texas
$744K -$22.1K -388 -3%
EH
28
Equitable Holdings
New York
$660K -$38.1K -670 -5%
SHJ
29
Sharkey, Howes & Javer
Colorado
$652K -$15.1K -265 -2%
SPIA
30
Steward Partners Investment Advisory
New York
$650K +$4.15K +73 +0.6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$627K -$52K -914 -7%
PWM
32
Perigon Wealth Management
California
$617K +$7.85K +138 +1%
MFG
33
Merit Financial Group
Georgia
$603K +$153K +2,693 +33%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$598K -$8.59K -151 -1%
DWA
35
Davis Wealth Advisors
New Hampshire
$575K -$26.6K -468 -4%
SA
36
Sanctuary Advisors
Indiana
$570K -$50.4K -886 -8%
BCI
37
Brinker Capital Investments
Pennsylvania
$515K -$6.88K -121 -1%
SWM
38
SigFig Wealth Management
California
$509K -$103K -1,816 -16%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$499K -$50.5K -888 -9%
AWM
40
AE Wealth Management
Kansas
$494K -$14K -247 -3%
NA
41
NewEdge Advisors
Louisiana
$412K -$3.41K -60 -0.8%
FFA
42
Farther Finance Advisors
California
$388K +$22.9K +403 +6%
IWC
43
Integrated Wealth Concepts
Massachusetts
$385K +$173K +3,036 +77%
MOS
44
MGO One Seven
Ohio
$370K +$16.1K +283 +4%
MPW
45
MA Private Wealth
California
$353K
GWP
46
Gateway Wealth Partners
Wisconsin
$343K +$353K +6,201 New
HighTower Advisors
47
HighTower Advisors
Illinois
$340K -$11.1K -195 -3%
ISFAN
48
Investor's Fiduciary Advisor Network
Washington
$336K -$7.62K -134 -2%
CIA
49
Concurrent Investment Advisors
Florida
$284K +$52.3K +919 +22%
SCA
50
Snowden Capital Advisors
New York
$277K -$40K -703 -12%