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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Aptus Capital Advisors
Alabama
$1.49M -$38.1K -595 -2%
AAS
52
Avantax Advisory Services
Texas
$1.44M +$188K +2,938 +14%
SCA
53
Snowden Capital Advisors
New York
$1.39M -$17.2K -269 -1%
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$1.38M +$131K +2,036 +10%
FFA
55
Farther Finance Advisors
California
$1.32M +$531K +8,288 +62%
Citadel Advisors
56
Citadel Advisors
Florida
$1.32M +$1.39M +21,736 New
GS
57
GTS Securities
Florida
$1.27M +$1.34M +20,887 New
MFG
58
Merit Financial Group
Georgia
$1.26M +$1.07M +16,688 +408%
SWP
59
Sagespring Wealth Partners
Tennessee
$1.24M -$25.9K -404 -2%
OWCM
60
One Wealth Capital Management
Arizona
$1.15M +$30.6K +478 +3%
KFSC
61
Keystone Financial Services (Colorado)
Colorado
$1.14M -$12.6K -197 -1%
CW
62
CreativeOne Wealth
Kansas
$1.1M +$123K +1,926 +12%
DAS
63
Diversify Advisory Services
Utah
$1.06M -$381K -5,938 -25%
DL
64
DOHJ LLC
Washington
$1M +$18.8K +294 +2%
MW
65
Maia Wealth
Colorado
$976K -$71.5K -1,116 -6%
LIA
66
LifePlan Investment Advisors
North Carolina
$946K +$133K +2,077 +15%
EWA
67
EverSource Wealth Advisors
Alabama
$880K -$144K -2,248 -13%
SB
68
Strategic Blueprint
Georgia
$843K -$13.8K -216 -2%
OPWM
69
Oregon Pacific Wealth Management
Oregon
$821K +$4.04K +63 +0.5%
TF
70
Theory Financial
Colorado
$806K -$19.2K -300 -2%
Jane Street
71
Jane Street
New York
$797K +$843K +13,156 New
CC
72
Copperleaf Capital
North Carolina
$753K +$21.7K +339 +3%
UBS Group
73
UBS Group
Switzerland
$728K +$141K +2,192 +22%
LWA
74
Lifelong Wealth Advisors
Minnesota
$697K +$127K +1,978 +21%
CA
75
CoreCap Advisors
Michigan
$670K +$46.9K +731 +7%