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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
76
Oregon Pacific Wealth Management
Oregon
$781K -$193K -2,620 -20%
MW
77
Maia Wealth
Colorado
$756K -$564K -7,667 -43%
HPM
78
Hoxton Planning & Management
West Virginia
$745K +$97.7K +1,328 +15%
WWG
79
West Wealth Group
California
$742K -$589 -8 -0.1%
WFS
80
WealthGarden F.S.
California
$728K -$47K -639 -6%
GWP
81
Gateway Wealth Partners
Wisconsin
$727K +$281K +3,815 +64%
SB
82
Strategic Blueprint
Georgia
$726K -$46.6K -634 -6%
CAL
83
Capital Analysts LLC
Pennsylvania
$708K +$15.6K +212 +2%
TWP
84
Tempus Wealth Planning
California
$700K +$74 +1 +0%
WA
85
WBH Advisory
Maryland
$666K +$3.83K +52 +0.6%
SPAS
86
Spectrum Planning & Advisory Services
California
$660K -$2.5K -34 -0.4%
CAAS
87
Capital Asset Advisory Services
Michigan
$617K +$48.1K +654 +9%
JMNC
88
J. Mark Nickell & Co
Tennessee
$609K +$604K +8,215 New
BFG
89
Beacon Financial Group
Texas
$608K
AWM
90
Axxcess Wealth Management
California
$607K +$47.3K +643 +9%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$595K +$591K +8,031 New
USCWA
92
U.S. Capital Wealth Advisors
Texas
$593K
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$588K +$221 +3 +0%
ZIM
94
Zacks Investment Management
Illinois
$581K
TW
95
Traveka Wealth
California
$580K +$330K +4,481 +134%
MWM
96
MBE Wealth Management
Wisconsin
$570K -$2.06K -28 -0.4%
AG
97
Ascent Group
Virginia
$560K -$165K -2,245 -23%
AWM
98
AE Wealth Management
Kansas
$558K +$152K +2,064 +38%
GWP
99
Gen-Wealth Partners
Michigan
$555K -$43.2K -587 -7%
JC
100
JB Capital
Connecticut
$553K +$26.5K +360 +5%