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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$1.14M +$244K +4,992 +30%
OPS
52
Orion Portfolio Solutions
Nebraska
$1.14M +$244K +4,992 +30%
SB
53
Strategic Blueprint
Georgia
$1.12M +$242K +4,957 +30%
TC
54
TownSquare Capital
Utah
$1.11M +$166K +3,396 +19%
OWMIAS
55
One Wealth Management Investment & Advisory Services
Florida
$1.11M +$1.04M +21,243 New
KFSC
56
Keystone Financial Services (Colorado)
Colorado
$1.08M +$266K +5,437 +36%
SWA
57
Stratos Wealth Advisors
Ohio
$1.08M +$310K +6,340 +44%
AAS
58
Avantax Advisory Services
Texas
$970K +$156K +3,197 +21%
CIA
59
Concurrent Investment Advisors
Florida
$842K +$787K +16,095 New
PWM
60
Perigon Wealth Management
California
$807K +$412K +8,428 +120%
WWG
61
West Wealth Group
California
$761K +$100K +2,050 +16%
BRWA
62
B. Riley Wealth Advisors
Florida
$759K -$245K -5,021 -26%
CC
63
Copperleaf Capital
North Carolina
$753K +$133K +2,729 +23%
DL
64
DOHJ LLC
Washington
$746K +$697K +14,254 New
FHA
65
First Horizon Advisors
Tennessee
$744K +$82.4K +1,686 +13%
VWM
66
Venturi Wealth Management
Texas
$719K +$186K +3,800 +38%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$699K +$224K +4,584 +52%
MW
68
Maia Wealth
Colorado
$655K +$612K +12,513 New
GIA
69
Goodwin Investment Advisory
Georgia
$638K -$242K -4,959 -29%
CFGS
70
Concourse Financial Group Securities
Alabama
$637K +$469K +9,590 +373%
FFA
71
Farther Finance Advisors
California
$610K +$83.2K +1,702 +17%
LIA
72
LifePlan Investment Advisors
North Carolina
$583K +$153K +3,137 +39%
Ameriprise
73
Ameriprise
Minnesota
$583K +$544K +11,133 New
UBS Group
74
UBS Group
Switzerland
$519K +$208K +4,265 +75%
AG
75
Ascent Group
Virginia
$514K -$244 -5 -0.1%