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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$507K +$474K +9,691 New
WA
77
WBH Advisory
Maryland
$481K +$449K +9,188 New
BFG
78
Buttonwood Financial Group
Missouri
$476K
AFAS
79
Acorn Financial Advisory Services
Virginia
$454K +$424K +8,680 New
SPAS
80
Spectrum Planning & Advisory Services
California
$437K +$168K +3,432 +70%
Goldman Sachs
81
Goldman Sachs
New York
$437K -$2.64K -54 -0.6%
BFG
82
Beacon Financial Group
Texas
$433K +$90.9K +1,859 +29%
AWM
83
Apollon Wealth Management
South Carolina
$429K +$400K +8,188 New
CA
84
CoreCap Advisors
Michigan
$408K -$18.1K -371 -5%
CWM
85
Centurion Wealth Management
Virginia
$404K +$378K +7,727 New
SWM
86
Spire Wealth Management
Virginia
$397K +$169K +3,466 +86%
HI
87
Harbour Investments
Wisconsin
$389K +$171K +3,493 +89%
TCA
88
Transcend Capital Advisors
New Jersey
$366K +$37.8K +773 +12%
GWP
89
Gateway Wealth Partners
Wisconsin
$364K +$75.3K +1,541 +28%
USCWA
90
U.S. Capital Wealth Advisors
Texas
$359K +$78.9K +1,614 +31%
KPWS
91
Kestra Private Wealth Services
Texas
$359K +$64.4K +1,318 +24%
HPM
92
Hoxton Planning & Management
West Virginia
$352K +$67.1K +1,372 +26%
JC
93
JB Capital
Connecticut
$326K +$64.1K +1,312 +27%
WS
94
Wedbush Securities
California
$305K -$14.2K -291 -5%
LNC
95
Lincoln National Corp
Pennsylvania
$298K -$6.01K -123 -2%
CFD
96
Creative Financial Designs
Indiana
$296K +$130K +2,651 +88%
RFP
97
RCS Financial Planning
Maryland
$275K +$37.7K +771 +17%
HFA
98
High Falls Advisors
New York
$272K +$254K +5,192 New
CAL
99
Capital Analysts LLC
Pennsylvania
$267K +$46.3K +948 +23%
SW
100
SVB Wealth
Massachusetts
$266K -$45.7K -935 -16%