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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
26
MGO One Seven
Ohio
$1.38M +$1.35M +30,602 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.38M +$184K +4,162 +16%
CAN
28
Cetera Advisor Networks
California
$1.31M +$170K +3,838 +15%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$1.28M +$207K +4,676 +20%
WA
30
Wealth Alliance
New York
$1.14M +$382K +8,639 +52%
SPIA
31
Steward Partners Investment Advisory
New York
$1.08M +$251K +5,671 +31%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.06M -$344K -7,766 -25%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.06M +$225K +5,075 +28%
BPA
34
Beacon Pointe Advisors
California
$1.01M +$991K +22,379 New
DI
35
DFPG Investments
Utah
$913K +$893K +20,181 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$864K +$148K +3,339 +21%
APW
37
Austin Private Wealth
Texas
$760K +$48.3K +1,092 +7%
GIA
38
Goodwin Investment Advisory
Georgia
$754K +$56.5K +1,277 +8%
SCA
39
Snowden Capital Advisors
New York
$712K +$217K +4,901 +45%
RIA
40
Regal Investment Advisors
Michigan
$711K +$106K +2,384 +18%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$701K +$44.8K +1,012 +7%
Goldman Sachs
42
Goldman Sachs
New York
$684K +$87.9K +1,985 +15%
AWM
43
AE Wealth Management
Kansas
$671K -$22.8K -515 -3%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$642K -$531K -11,997 -46%
CA
45
Cetera Advisors
Colorado
$625K +$45.5K +1,027 +8%
OPS
46
Orion Portfolio Solutions
Nebraska
$592K +$93K +2,102 +19%
BCI
47
Brinker Capital Investments
Pennsylvania
$592K +$579K +13,089 New
MYIA
48
Mount Yale Investment Advisors
Colorado
$591K +$241K +5,452 +72%
WIA
49
World Investment Advisors
California
$564K +$236K +5,332 +75%
HPM
50
Hoxton Planning & Management
West Virginia
$550K +$34.6K +782 +7%