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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$1.49M -$37.5K -604 -3%
FFA
52
Farther Finance Advisors
California
$1.46M +$2.42K +39 +0.2%
OWCM
53
One Wealth Capital Management
Arizona
$1.33M +$46.5K +749 +4%
CW
54
CreativeOne Wealth
Kansas
$1.24M +$20.5K +330 +2%
MMA
55
Miracle Mile Advisors
California
$1.22M +$1.12M +18,112 New
KFSC
56
Keystone Financial Services (Colorado)
Colorado
$1.19M -$73.7K -1,187 -6%
MW
57
Maia Wealth
Colorado
$1.16M +$27.1K +437 +3%
AWS
58
Atria Wealth Solutions
New York
$1.1M -$5.74M -92,544 -85%
GS
59
GTS Securities
Florida
$1.07M -$312K -5,033 -24%
LIA
60
LifePlan Investment Advisors
North Carolina
$1.06M +$9.31K +150 +1%
DL
61
DOHJ LLC
Washington
$997K +$36.1K +581 +4%
EWA
62
EverSource Wealth Advisors
Alabama
$997K +$18.6K +299 +2%
TF
63
Theory Financial
Colorado
$978K +$55.8K +899 +7%
OPWM
64
Oregon Pacific Wealth Management
Oregon
$908K -$2.98K -48 -0.4%
FHA
65
First Horizon Advisors
Tennessee
$869K +$272K +4,386 +51%
EL
66
EQ LLC
Washington
$847K +$97.7K +1,574 +14%
CC
67
Copperleaf Capital
North Carolina
$840K +$3.79K +61 +0.5%
AI
68
Atria Investments
North Carolina
$839K +$123K +1,978 +19%
Mariner
69
Mariner
Kansas
$792K +$117K +1,892 +19%
LWA
70
Lifelong Wealth Advisors
Minnesota
$779K +$4.47K +72 +0.6%
CA
71
CoreCap Advisors
Michigan
$757K +$12.2K +197 +2%
SB
72
Strategic Blueprint
Georgia
$755K -$166K -2,683 -19%
BFG
73
Buttonwood Financial Group
Missouri
$753K -$621 -10 -0.1%
SVWAG
74
Sound View Wealth Advisors Group
Georgia
$725K – – –
VWM
75
Venturi Wealth Management
Texas
$724K -$13.2K -213 -2%