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

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$533K +$18.6K +420 +4%
KFSC
52
Keystone Financial Services (Colorado)
Colorado
$494K +$56.2K +1,269 +13%
SB
53
Strategic Blueprint
Georgia
$466K -$1.06K -24 -0.2%
D
54
Dentgroup
Louisiana
$464K +$73.2K +1,654 +19%
SWA
55
Stratos Wealth Advisors
Ohio
$459K +$148K +3,342 +49%
OIA
56
OneDigital Investment Advisors
Kansas
$458K +$448K +10,129 New
AAS
57
Avantax Advisory Services
Texas
$414K +$121K +2,738 +43%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$399K +$105K +2,371 +37%
FHA
59
First Horizon Advisors
Tennessee
$399K +$43.7K +987 +13%
RSWM
60
Robertson Stephens Wealth Management
California
$381K -$26.6K -602 -7%
BRWA
61
B. Riley Wealth Advisors
Florida
$350K +$4.16K +94 +1%
WWG
62
West Wealth Group
California
$335K +$6.42K +145 +2%
ACA
63
Aptus Capital Advisors
Alabama
$321K +$314K +7,102 New
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$320K +$21.8K +493 +7%
VWM
65
Venturi Wealth Management
Texas
$295K +$12.2K +275 +4%
SPAS
66
Spectrum Planning & Advisory Services
California
$291K +$285K +6,431 New
MPW
67
MA Private Wealth
California
$289K +$282K +6,381 New
CS
68
Comerica Securities
Michigan
$281K +$66.2K +1,495 +32%
SW
69
SVB Wealth
Massachusetts
$276K +$270K +6,098 New
JMPWA
70
JP Morgan Private Wealth Advisors
California
$232K +$2.13K +48 +0.9%
BFG
71
Buttonwood Financial Group
Missouri
$230K +$225K +5,094 New
CC
72
Copperleaf Capital
North Carolina
$213K +$208K +4,702 New
WS
73
Wedbush Securities
California
$201K +$196K +4,437 New
FFA
74
Farther Finance Advisors
California
$188K -$192K -4,335 -51%
CFD
75
Creative Financial Designs
Indiana
$175K +$85.5K +1,932 +100%
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