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iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU

Name Holding Trade Value Shares
Change 		Change in
Stake
T
26
TCWP
Ohio
$553K +$350K +7,910 +133%
AssetMark Inc
27
AssetMark Inc
California
$504K +$367K +8,307 +192%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$497K +$241K +5,440 +77%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$466K +$273K +6,179 +112%
AWM
30
AE Wealth Management
Kansas
$459K +$205K +4,624 +67%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$450K +$498K +11,267 New
KFSC
32
Keystone Financial Services (Colorado)
Colorado
$447K +$112K +2,529 +31%
CW
33
CreativeOne Wealth
Kansas
$444K +$492K +11,126 New
GIA
34
Goodwin Investment Advisory
Georgia
$435K +$229K +5,167 +90%
SWM
35
SigFig Wealth Management
California
$430K +$294K +6,644 +68%
APW
36
Austin Private Wealth
Texas
$424K +$191K +4,313 +68%
IWC
37
Integrated Wealth Concepts
Massachusetts
$410K +$204K +4,615 +81%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$397K +$220K +4,975 +100%
RIA
39
Regal Investment Advisors
Michigan
$343K +$153K +3,452 +67%
Goldman Sachs
40
Goldman Sachs
New York
$335K +$372K +8,400 New
SB
41
Strategic Blueprint
Georgia
$315K +$349K +7,890 New
IA
42
IFP Advisors
Florida
$303K +$287K +6,480 New
OPS
43
Orion Portfolio Solutions
Nebraska
$292K +$324K +7,323 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$284K +$315K +7,112 New
FHA
45
First Horizon Advisors
Tennessee
$253K +$108K +2,443 +62%
MYIA
46
Mount Yale Investment Advisors
Colorado
$250K +$277K +6,274 New
SPIA
47
Steward Partners Investment Advisory
New York
$248K +$136K +3,066 +97%
RSWM
48
Robertson Stephens Wealth Management
California
$235K +$261K +5,912 New
D
49
Dentgroup
Louisiana
$226K +$251K +5,682 New
BRWA
50
B. Riley Wealth Advisors
Florida
$201K +$222K +5,017 New
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