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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$1.65M -$352K -4,782 -18%
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$1.65M
CW
53
CreativeOne Wealth
Kansas
$1.54M +$10.4K +141 +0.7%
CIA
54
Concurrent Investment Advisors
Florida
$1.51M +$1.17M +15,856 +350%
KPWS
55
Kestra Private Wealth Services
Texas
$1.49M +$127K +1,721 +9%
RFP
56
RCS Financial Planning
Maryland
$1.33M +$352K +4,785 +36%
KFSC
57
Keystone Financial Services (Colorado)
Colorado
$1.3M -$19.1K -259 -1%
OWCM
58
One Wealth Capital Management
Arizona
$1.29M -$137K -1,866 -10%
LIA
59
LifePlan Investment Advisors
North Carolina
$1.24M +$88.6K +1,204 +8%
AIM
60
Archer Investment Management
Texas
$1.19M +$1.19M +16,128 New
OCA
61
OpenArc Corporate Advisory
Georgia
$1.19M +$1.18M +16,104 New
AI
62
Atria Investments
North Carolina
$1.14M +$61.8K +840 +6%
P
63
&Partners
Tennessee
$1.11M -$45.5K -619 -4%
MWMDPGFG
64
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$1.1M +$1.09M +14,882 New
LWA
65
Lifelong Wealth Advisors
Minnesota
$1.09M +$224K +3,049 +26%
EWA
66
EverSource Wealth Advisors
Alabama
$1.08M +$29.2K +397 +3%
TF
67
Theory Financial
Colorado
$1.07M +$28K +380 +3%
DWM
68
Diversify Wealth Management
Utah
$1.06M +$1.04M +14,088 New
Mariner
69
Mariner
Kansas
$960K +$253K +3,435 +36%
CA
70
CoreCap Advisors
Michigan
$913K +$83.4K +1,134 +10%
EL
71
EQ LLC
Washington
$911K -$21.6K -294 -2%
AWA
72
Asempa Wealth Advisors
Louisiana
$846K +$840K +11,412 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$817K +$812K +11,033 New
SVWAG
74
Sound View Wealth Advisors Group
Georgia
$797K -$883 -12 -0.1%
VWM
75
Venturi Wealth Management
Texas
$783K +$6.18K +84 +0.8%