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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$3.48M -$77.7K -1,212 -2%
PWM
27
Perigon Wealth Management
California
$3.22M +$802K +12,518 +31%
DWA
28
Davis Wealth Advisors
New Hampshire
$3.19M -$215K -3,348 -6%
SWM
29
SigFig Wealth Management
California
$3M -$85K -1,326 -3%
ISFAN
30
Investor's Fiduciary Advisor Network
Washington
$2.96M +$131K +2,036 +4%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.94M -$22.3K -348 -0.7%
NA
32
NewEdge Advisors
Louisiana
$2.79M -$437K -6,810 -13%
Osaic Holdings
33
Osaic Holdings
Arizona
$2.65M -$1.58M -24,628 -36%
EFG
34
Elios Financial Group
Ohio
$2.61M -$8.65K -135 -0.3%
MOS
35
MGO One Seven
Ohio
$2.48M -$26K -405 -1%
Cerity Partners
36
Cerity Partners
New York
$2.25M -$355K -5,535 -13%
GM
37
GeoWealth Management
Illinois
$2.23M +$1.23M +19,172 +109%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$2.14M +$40.3K +629 +2%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.12M +$2.24M +34,908 New
SW
40
SoFi Wealth
California
$2.03M +$1.87M +29,104 +656%
BCI
41
Brinker Capital Investments
Pennsylvania
$1.93M +$115K +1,788 +6%
OPS
42
Orion Portfolio Solutions
Nebraska
$1.93M +$115K +1,788 +6%
APW
43
Austin Private Wealth
Texas
$1.83M -$42.2K -659 -2%
MPW
44
MA Private Wealth
California
$1.83M – – –
WA
45
Wealth Alliance
New York
$1.82M -$74.5K -1,162 -4%
HighTower Advisors
46
HighTower Advisors
Illinois
$1.72M -$91.7K -1,431 -5%
RA
47
RFG Advisory
Alabama
$1.67M +$299K +4,668 +20%
Goldman Sachs
48
Goldman Sachs
New York
$1.63M +$1.25M +19,561 +267%
WIA
49
World Investment Advisors
California
$1.62M +$204K +3,183 +14%
RIA
50
Regal Investment Advisors
Michigan
$1.56M +$80.6K +1,258 +5%