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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
SoFi Wealth
California
$3.79M +$1.41M +22,723 +68%
SPIA
27
Steward Partners Investment Advisory
New York
$3.69M -$164K -2,651 -5%
SWM
28
SigFig Wealth Management
California
$3.46M +$125K +2,022 +4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.2M -$65K -1,047 -2%
PWM
30
Perigon Wealth Management
California
$3.04M -$491K -7,907 -15%
DWA
31
Davis Wealth Advisors
New Hampshire
$2.98M -$515K -8,301 -16%
MOS
32
MGO One Seven
Ohio
$2.9M +$138K +2,222 +5%
BCI
33
Brinker Capital Investments
Pennsylvania
$2.72M +$531K +8,562 +27%
EFG
34
Elios Financial Group
Ohio
$2.57M -$300K -4,838 -11%
NA
35
NewEdge Advisors
Louisiana
$2.46M -$593K -9,556 -21%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.44M +$63.2K +1,019 +3%
Cerity Partners
37
Cerity Partners
New York
$2.42M -$72.2K -1,164 -3%
ISFAN
38
Investor's Fiduciary Advisor Network
Washington
$2.27M -$938K -15,120 -31%
MFG
39
Merit Financial Group
Georgia
$2.11M +$657K +10,589 +51%
APW
40
Austin Private Wealth
Texas
$2.1M +$62.1K +1,000 +3%
MPW
41
MA Private Wealth
California
$2.03M – – –
WA
42
Wealth Alliance
New York
$2.01M -$11.7K -188 -0.6%
RA
43
RFG Advisory
Alabama
$1.85M +$3.85K +62 +0.2%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.84M -$66.2K -1,067 -4%
WIA
45
World Investment Advisors
California
$1.79M -$13K -210 -0.8%
RIA
46
Regal Investment Advisors
Michigan
$1.74M +$4.96K +80 +0.3%
AAS
47
Avantax Advisory Services
Texas
$1.66M +$50.1K +808 +3%
ACA
48
Aptus Capital Advisors
Alabama
$1.64M -$7.51K -121 -0.5%
SWP
49
Sagespring Wealth Partners
Tennessee
$1.52M +$133K +2,142 +11%
SCA
50
Snowden Capital Advisors
New York
$1.51M -$27.8K -448 -2%