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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Wealth Alliance
New York
$364K +$398K +8,728 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$294K +$321K +7,033 New
AWM
28
AE Wealth Management
Kansas
$288K +$314K +6,889 New
APW
29
Austin Private Wealth
Texas
$263K +$288K +6,313 New
PAG
30
Private Advisory Group
Washington
$252K -$11.4K -250 -4%
T
31
TCWP
Ohio
$249K +$272K +5,968 New
GIA
32
Goodwin Investment Advisory
Georgia
$240K +$262K +5,740 New
IWC
33
Integrated Wealth Concepts
Massachusetts
$237K +$259K +5,673 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$230K +$251K +5,511 New
RIA
35
Regal Investment Advisors
Michigan
$215K +$235K +5,156 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$208K +$227K +4,986 New
AssetMark Inc
37
AssetMark Inc
California
$181K +$198K +4,332 New
FHA
38
First Horizon Advisors
Tennessee
$163K +$180K +3,950 New
SPIA
39
Steward Partners Investment Advisory
New York
$132K +$144K +3,164 New
CA
40
CoreCap Advisors
Michigan
$108K +$118K +2,579 New
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$103K +$112K +2,458 New
EWA
42
EverSource Wealth Advisors
Alabama
$89K +$97.3K +2,134 New
OLVIG
43
Oliver Lagore Vanvalin Investment Group
Michigan
$53K +$57.9K +1,269 New
MCC
44
Money Concepts Capital
Florida
$49K
UWM
45
Urban Wealth Management
California
$43K +$47.4K +1,040 New
Morgan Stanley
46
Morgan Stanley
New York
$28K +$26.4K +578 +556%
APA
47
American Portfolios Advisors
New York
$27.8K +$30.4K +666 New
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$23K +$91 +2 +0.4%
BlackRock
49
BlackRock
New York
$21K +$22.9K +502 New
CAL
50
Capital Analysts LLC
Pennsylvania
$20K +$21.7K +476 New