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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
51
Raymond James Financial
Florida
$1.53M +$842K +12,057 +133%
CW
52
CreativeOne Wealth
Kansas
$1.5M +$153K +2,185 +12%
OWCM
53
One Wealth Capital Management
Arizona
$1.4M -$37.4K -536 -3%
KPWS
54
Kestra Private Wealth Services
Texas
$1.34M +$628K +8,992 +95%
MW
55
Maia Wealth
Colorado
$1.33M +$52.8K +756 +4%
KFSC
56
Keystone Financial Services (Colorado)
Colorado
$1.3M +$16.7K +239 +1%
P
57
&Partners
Tennessee
$1.13M +$425K +6,087 +64%
LIA
58
LifePlan Investment Advisors
North Carolina
$1.12M -$19.1K -274 -2%
AI
59
Atria Investments
North Carolina
$1.06M +$147K +2,099 +17%
EWA
60
EverSource Wealth Advisors
Alabama
$1.02M -$48.6K -696 -5%
TF
61
Theory Financial
Colorado
$1.01M -$24.3K -348 -2%
OPWM
62
Oregon Pacific Wealth Management
Oregon
$955K -$23.2K -333 -2%
RFP
63
RCS Financial Planning
Maryland
$953K +$562K +8,044 +158%
EL
64
EQ LLC
Washington
$914K – – –
CC
65
Copperleaf Capital
North Carolina
$876K -$29.3K -420 -3%
LWA
66
Lifelong Wealth Advisors
Minnesota
$844K +$4.12K +59 +0.5%
BFG
67
Buttonwood Financial Group
Missouri
$826K +$12.5K +179 +2%
CA
68
CoreCap Advisors
Michigan
$812K -$4.4K -63 -0.6%
SVWAG
69
Sound View Wealth Advisors Group
Georgia
$782K – – –
UBS Group
70
UBS Group
Switzerland
$761K +$74.6K +1,069 +11%
VWM
71
Venturi Wealth Management
Texas
$761K -$19.1K -274 -3%
WFS
72
WealthGarden F.S.
California
$758K -$8.73K -125 -1%
SB
73
Strategic Blueprint
Georgia
$758K -$54.7K -783 -7%
GS
74
GTS Securities
Florida
$730K -$404K -5,793 -37%
WWG
75
West Wealth Group
California
$726K -$1.26K -18 -0.2%