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iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
51
Robertson Stephens Wealth Management
California
$383K +$134K +3,122 +53%
D
52
Dentgroup
Louisiana
$365K +$125K +2,916 +51%
FFA
53
Farther Finance Advisors
California
$360K +$363K +8,483 New
FHA
54
First Horizon Advisors
Tennessee
$332K +$61.1K +1,428 +22%
BRWA
55
B. Riley Wealth Advisors
Florida
$324K +$113K +2,630 +52%
MYIA
56
Mount Yale Investment Advisors
Colorado
$323K +$56.9K +1,331 +21%
WWG
57
West Wealth Group
California
$308K +$310K +7,251 New
WIA
58
World Investment Advisors
California
$302K +$305K +7,129 New
SWA
59
Stratos Wealth Advisors
Ohio
$289K +$291K +6,803 New
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$279K +$282K +6,588 New
RJFSA
61
Raymond James Financial Services Advisors
Florida
$274K +$276K +6,448 New
AAS
62
Avantax Advisory Services
Texas
$272K +$274K +6,414 New
VWM
63
Venturi Wealth Management
Texas
$264K +$267K +6,235 New
LFA
64
LGT Financial Advisors
Texas
$221K +$223K +5,210 New
JMPWA
65
JP Morgan Private Wealth Advisors
California
$216K +$218K +5,087 New
CA
66
CoreCap Advisors
Michigan
$213K +$215K +5,027 New
TCA
67
Transcend Capital Advisors
New Jersey
$201K +$203K +4,750 New
CS
68
Comerica Securities
Michigan
$200K +$202K +4,718 New
AF
69
Advisornet Financial
Minnesota
$158K +$21.1K +493 +15%
CAL
70
Capital Analysts LLC
Pennsylvania
$104K +$37.2K +869 +55%
OLVIG
71
Oliver Lagore Vanvalin Investment Group
Michigan
$93K +$8K +187 +9%
CFD
72
Creative Financial Designs
Indiana
$82.3K – – –
SWM
73
Sugarloaf Wealth Management
Georgia
$81.5K – – –
CPG
74
Cornerstone Planning Group
New Jersey
$76.3K +$75.6K +1,768 New
EWA
75
EverSource Wealth Advisors
Alabama
$57.3K -$89.2K -2,086 -61%
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