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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.25M +$655K +8,903 +18%
PWM
27
Perigon Wealth Management
California
$3.99M +$399K +5,422 +11%
SPIA
28
Steward Partners Investment Advisory
New York
$3.87M -$94.7K -1,287 -2%
SWM
29
SigFig Wealth Management
California
$3.79M -$16.8K -228 -0.4%
BCI
30
Brinker Capital Investments
Pennsylvania
$3.74M +$111K +1,510 +3%
DWA
31
Davis Wealth Advisors
New Hampshire
$3.51M +$3.49M +47,399 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.34M -$125K -1,700 -4%
MFG
33
Merit Financial Group
Georgia
$3.28M +$761K +10,348 +31%
Osaic Holdings
34
Osaic Holdings
Arizona
$3.09M -$2.54M -34,582 -45%
MOS
35
MGO One Seven
Ohio
$3.04M -$38K -517 -1%
NA
36
NewEdge Advisors
Louisiana
$2.68M +$98.1K +1,334 +4%
IWC
37
Integrated Wealth Concepts
Massachusetts
$2.47M -$2.17M -29,470 -47%
APW
38
Austin Private Wealth
Texas
$2.47M -$90K -1,224 -4%
ISFAN
39
Investor's Fiduciary Advisor Network
Washington
$2.45M +$59.4K +807 +3%
Cerity Partners
40
Cerity Partners
New York
$2.37M -$448K -6,096 -16%
WIA
41
World Investment Advisors
California
$2.23M +$237K +3,222 +12%
MPW
42
MA Private Wealth
California
$2.16M -$7.36K -100 -0.3%
FFA
43
Farther Finance Advisors
California
$1.98M +$76.1K +1,035 +4%
RA
44
RFG Advisory
Alabama
$1.97M +$8.31K +113 +0.4%
Raymond James Financial
45
Raymond James Financial
Florida
$1.87M +$305K +4,144 +20%
RIA
46
Regal Investment Advisors
Michigan
$1.81M -$65.1K -885 -3%
ACA
47
Aptus Capital Advisors
Alabama
$1.81M -$1.18K -16 -0.1%
SWP
48
Sagespring Wealth Partners
Tennessee
$1.79M -$17.5K -238 -1%
SCA
49
Snowden Capital Advisors
New York
$1.7M +$4.34K +59 +0.3%
WA
50
Wealth Alliance
New York
$1.67M -$50.2K -683 -3%