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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.12M +$685K +16,021 +156%
AssetMark Inc
27
AssetMark Inc
California
$1.12M +$585K +13,668 +108%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.11M +$1.12M +26,179 New
T
29
TCWP
Ohio
$1.11M +$526K +12,300 +89%
CAN
30
Cetera Advisor Networks
California
$1.06M +$1.07M +25,087 New
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$1.02M +$330K +7,717 +48%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$779K +$304K +7,095 +63%
SPIA
33
Steward Partners Investment Advisory
New York
$771K +$512K +11,957 +192%
WA
34
Wealth Alliance
New York
$705K +$96.9K +2,265 +16%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$669K +$370K +8,649 +122%
APW
36
Austin Private Wealth
Texas
$667K +$218K +5,088 +48%
GIA
37
Goodwin Investment Advisory
Georgia
$653K +$192K +4,477 +41%
AWM
38
AE Wealth Management
Kansas
$651K +$164K +3,841 +33%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$614K +$120K +2,797 +24%
RIA
40
Regal Investment Advisors
Michigan
$566K +$202K +4,726 +55%
Goldman Sachs
41
Goldman Sachs
New York
$557K +$203K +4,742 +56%
CA
42
Cetera Advisors
Colorado
$543K +$547K +12,796 New
SWM
43
SigFig Wealth Management
California
$522K +$406K +9,486 +58%
HPM
44
Hoxton Planning & Management
West Virginia
$483K +$487K +11,377 New
CW
45
CreativeOne Wealth
Kansas
$482K +$9.63K +225 +2%
OPS
46
Orion Portfolio Solutions
Nebraska
$466K +$157K +3,664 +50%
SCA
47
Snowden Capital Advisors
New York
$460K +$464K +10,845 New
SB
48
Strategic Blueprint
Georgia
$438K +$104K +2,433 +31%
KFSC
49
Keystone Financial Services (Colorado)
Colorado
$436K -$39.7K -928 -9%
IA
50
IFP Advisors
Florida
$385K +$72.9K +1,703 +26%