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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Sagespring Wealth Partners
Tennessee
$1.61M -$91.2K -1,241 -5%
Raymond James Financial
52
Raymond James Financial
Florida
$1.61M -$171K -2,333 -9%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.6M +$31.5K +429 +2%
SCA
54
Snowden Capital Advisors
New York
$1.58M -$24.5K -334 -1%
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$1.56M
RIA
56
Regal Investment Advisors
Michigan
$1.54M -$185K -2,515 -10%
WA
57
Wealth Alliance
New York
$1.43M -$156K -2,117 -9%
CW
58
CreativeOne Wealth
Kansas
$1.38M -$81.6K -1,110 -5%
KPWS
59
Kestra Private Wealth Services
Texas
$1.28M -$139K -1,893 -9%
SA
60
Skyline Advisors
Washington
$1.26M +$1.32M +17,960 New
OWCM
61
One Wealth Capital Management
Arizona
$1.23M -$94.4K -1,285 -7%
SAI
62
Savvy Advisors Inc
New York
$1.21M +$798K +10,864 +169%
RFP
63
RCS Financial Planning
Maryland
$1.15M -$116K -1,578 -9%
DWM
64
Diversify Wealth Management
Utah
$1.13M +$59.1K +804 +6%
KFSC
65
Keystone Financial Services (Colorado)
Colorado
$1.1M -$144K -1,954 -11%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$1.07M +$541K +7,366 +93%
AI
67
Atria Investments
North Carolina
$1.06M -$17K -231 -1%
LIA
68
LifePlan Investment Advisors
North Carolina
$1.06M -$113K -1,535 -9%
LWA
69
Lifelong Wealth Advisors
Minnesota
$1.04M +$14.8K +201 +1%
NG
70
Navigation Group
California
$993K +$1.04M +14,154 New
P
71
&Partners
Tennessee
$991K -$61.9K -842 -6%
EL
72
EQ LLC
Washington
$961K +$103K +1,407 +11%
EWA
73
EverSource Wealth Advisors
Alabama
$942K -$79.5K -1,082 -7%
TF
74
Theory Financial
Colorado
$917K -$84.3K -1,148 -8%
BFA
75
Brendel Financial Advisors
New Hampshire
$916K +$959K +13,056 New