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iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$572K +$545K +9,957 New
WA
77
WBH Advisory
Maryland
$559K +$30.3K +553 +6%
GWP
78
Gen-Wealth Partners
Michigan
$550K +$524K +9,572 New
AG
79
Ascent Group
Virginia
$535K -$55 -1 -0%
BWS
80
Buck Wealth Strategies
Colorado
$522K +$497K +9,090 New
CA
81
CoreCap Advisors
Michigan
$492K +$42.4K +775 +10%
TCA
82
Transcend Capital Advisors
New Jersey
$469K +$64.4K +1,177 +17%
ZIM
83
Zacks Investment Management
Illinois
$463K +$441K +8,062 New
BFG
84
Beacon Financial Group
Texas
$445K -$28.2K -516 -6%
AWM
85
AE Wealth Management
Kansas
$441K -$867K -15,841 -67%
AWM
86
Apollon Wealth Management
South Carolina
$429K -$38.8K -709 -9%
MLA
87
My Legacy Advisors
Oregon
$425K +$140K +2,557 +53%
HI
88
Harbour Investments
Wisconsin
$423K -$4K -73 -1%
WS
89
Wedbush Securities
California
$407K +$69.6K +1,271 +22%
KPWS
90
Kestra Private Wealth Services
Texas
$395K +$1.15K +21 +0.3%
JC
91
JB Capital
Connecticut
$392K +$32.9K +601 +10%
TF
92
Theory Financial
Colorado
$390K +$372K +6,789 New
CWM
93
Centurion Wealth Management
Virginia
$386K -$55.2K -1,008 -13%
SWM
94
Spire Wealth Management
Virginia
$386K -$41.3K -754 -10%
USCWA
95
U.S. Capital Wealth Advisors
Texas
$381K -$12K -219 -3%
HPM
96
Hoxton Planning & Management
West Virginia
$370K -$15.5K -284 -4%
GWP
97
Gateway Wealth Partners
Wisconsin
$370K -$28.2K -516 -7%
CAL
98
Capital Analysts LLC
Pennsylvania
$362K +$65.8K +1,202 +24%
CA
99
Claro Advisors
Massachusetts
$355K +$338K +6,182 New
KAS
100
Kestra Advisory Services
Texas
$353K +$336K +6,143 New
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4
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