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

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
51
RFG Advisory
Alabama
$1.46M +$541K +8,408 +58%
AAS
52
Avantax Advisory Services
Texas
$1.34M -$209K -3,250 -13%
SWP
53
Sagespring Wealth Partners
Tennessee
$1.33M +$1.34M +20,804 New
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$1.33M +$1.34M +20,790 New
KFSC
55
Keystone Financial Services (Colorado)
Colorado
$1.22M +$386 +6 +0%
OWCM
56
One Wealth Capital Management
Arizona
$1.19M +$1.19M +18,546 New
MW
57
Maia Wealth
Colorado
$1.17M +$68.8K +1,068 +6%
GM
58
GeoWealth Management
Illinois
$1.13M +$1.06M +16,526 +1,563%
EWA
59
EverSource Wealth Advisors
Alabama
$1.07M -$40.6K -630 -4%
CFGS
60
Concourse Financial Group Securities
Alabama
$1.06M +$55.8K +867 +6%
DL
61
DOHJ LLC
Washington
$1.04M +$20.1K +312 +2%
CW
62
CreativeOne Wealth
Kansas
$1.04M +$101K +1,561 +11%
SB
63
Strategic Blueprint
Georgia
$904K -$280K -4,350 -24%
TF
64
Theory Financial
Colorado
$871K +$473K +7,346 +118%
LIA
65
LifePlan Investment Advisors
North Carolina
$867K +$215K +3,341 +33%
OPWM
66
Oregon Pacific Wealth Management
Oregon
$864K +$868K +13,482 New
FFA
67
Farther Finance Advisors
California
$859K +$83K +1,289 +11%
SVWAG
68
Sound View Wealth Advisors Group
Georgia
$840K +$6.89K +107 +0.8%
SWA
69
Stratos Wealth Advisors
Ohio
$834K -$117K -1,820 -12%
WWG
70
West Wealth Group
California
$813K +$72.4K +1,125 +10%
MCC
71
Maiden Cove Capital
Maine
$812K -$127K -1,975 -13%
VWM
72
Venturi Wealth Management
Texas
$777K -$7.02K -109 -0.9%
CC
73
Copperleaf Capital
North Carolina
$774K -$169K -2,623 -18%
BFG
74
Buttonwood Financial Group
Missouri
$738K -$57.1K -887 -7%
AI
75
Atria Investments
North Carolina
$676K -$225K -3,496 -25%
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