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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CoreCap Advisors
Michigan
$670K +$46.9K +731 +7%
EL
77
EQ LLC
Washington
$667K +$68K +1,060 +11%
VWM
78
Venturi Wealth Management
Texas
$665K -$74.3K -1,159 -10%
WFS
79
WealthGarden F.S.
California
$656K +$26.2K +409 +4%
SVWAG
80
Sound View Wealth Advisors Group
Georgia
$653K -$150K -2,346 -18%
AG
81
Ascent Group
Virginia
$642K +$186K +2,902 +38%
AI
82
Atria Investments
North Carolina
$636K -$3.85K -60 -0.6%
BFG
83
Buttonwood Financial Group
Missouri
$634K +$2.18K +34 +0.3%
WWG
84
West Wealth Group
California
$605K -$177K -2,758 -22%
HPM
85
Hoxton Planning & Management
West Virginia
$601K +$283K +4,408 +80%
Mariner
86
Mariner
Kansas
$598K +$104K +1,625 +20%
SPAS
87
Spectrum Planning & Advisory Services
California
$574K +$81.2K +1,266 +15%
KPWS
88
Kestra Private Wealth Services
Texas
$570K +$1.6K +25 +0.3%
MWM
89
MBE Wealth Management
Wisconsin
$539K +$570K +8,897 New
TWP
90
Tempus Wealth Planning
California
$533K +$68.5K +1,069 +14%
WA
91
WBH Advisory
Maryland
$532K -$11.8K -184 -2%
FHA
92
First Horizon Advisors
Tennessee
$517K -$46.7K -729 -8%
BFG
93
Beacon Financial Group
Texas
$499K -$256 -4 -0%
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$496K -$21.5K -335 -4%
GWP
95
Gen-Wealth Partners
Michigan
$495K -$18.5K -289 -3%
CAL
96
Capital Analysts LLC
Pennsylvania
$492K +$32K +499 +7%
USCWA
97
U.S. Capital Wealth Advisors
Texas
$489K -$8.85K -138 -2%
FIM
98
Freedom Investment Management
Connecticut
$481K +$190K +2,956 +59%
AA
99
Armis Advisers
Georgia
$477K -$56.5K -881 -10%
ZIM
100
Zacks Investment Management
Illinois
$475K – – –