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

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$20.8K -$1.93K -42 -9%
MIA
77
Milestone Investment Advisors
Wisconsin
$13.4K – – –
GWANC
78
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.3K – – –
T
79
Transce3nd
Texas
$10.6K -$1.56K -34 -13%
WCM
80
WealthTrak Capital Management
Virginia
$9.88K – – –
CAWM
81
Capital A Wealth Management
Pennsylvania
$9.47K – – –
GWSG
82
GPS Wealth Strategies Group
Colorado
$8.08K – – –
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$7.58K -$1.79K -39 -19%
CPG
84
Cornerstone Planning Group
New Jersey
$7.36K +$7.22K +157 New
NB
85
NBT Bank
New York
$6.93K +$6.9K +150 New
AG
86
AmeriFlex Group
Nevada
$6.61K +$690 +15 +12%
1NWS
87
1 North Wealth Services
Maryland
$6K +$5.98K +130 New
WP
88
WealthShield Partners
North Carolina
$5.77K -$12.2K -266 -68%
Morgan Stanley
89
Morgan Stanley
New York
$5.17K +$5.11K +111 +11,100%
PWA
90
Physician Wealth Advisors
Utah
$4.94K -$138 -3 -3%
GSWM
91
Golden State Wealth Management
California
$4.57K +$4.55K +99 New
CCM
92
Coldstream Capital Management
Washington
$4.53K +$4.51K +98 New
GFPC
93
Global Financial Private Client
Florida
$4.48K -$230 -5 -5%
MG
94
Mather Group
Illinois
$4.2K +$1.93K +42 +86%
HDIM
95
Hanson & Doremus Investment Management
Vermont
$4K – – –
MCM
96
MAI Capital Management
Ohio
$2.96K – – –
AF
97
Allworth Financial
California
$208 -$138 -3 -43%
FMI
98
Factory Mutual Insurance
Massachusetts
– -$50M -1,147,970 Closed
CFGS
99
Concourse Financial Group Securities
Alabama
– -$188K -4,168 Closed
VWM
100
Venturi Wealth Management
Texas
– -$141K -3,233 Closed