We are live on ! Find out more
LCTU icon

iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Brendel Financial Advisors
New Hampshire
$916K +$959K +13,056 New
CA
77
CoreCap Advisors
Michigan
$886K +$17K +232 +2%
CPG
78
Cornerstone Planning Group
New Jersey
$811K +$761K +10,359 +6,906%
AWA
79
Asempa Wealth Advisors
Louisiana
$807K -$73 -1 -0%
HPM
80
Hoxton Planning & Management
West Virginia
$778K +$76.3K +1,038 +10%
SVWAG
81
Sound View Wealth Advisors Group
Georgia
$753K -$2.2K -30 -0.3%
VWM
82
Venturi Wealth Management
Texas
$742K +$588 +8 +0.1%
HF
83
HRT Financial
New York
$737K +$773K +10,516 New
WWG
84
West Wealth Group
California
$706K +$4.19K +57 +0.6%
TWP
85
Tempus Wealth Planning
California
$660K -$3.01K -41 -0.4%
OPWM
86
Oregon Pacific Wealth Management
Oregon
$653K -$91K -1,238 -12%
CWM
87
Contango Wealth Management
California
$649K +$680K +9,257 New
WFS
88
WealthGarden F.S.
California
$637K -$45.9K -625 -6%
SB
89
Strategic Blueprint
Georgia
$636K -$53.7K -731 -7%
BFG
90
Beacon Financial Group
Texas
$616K +$42.9K +584 +7%
CAAS
91
Capital Asset Advisory Services
Michigan
$612K -$12.7K -173 -2%
WA
92
WBH Advisory
Maryland
$612K -$24.5K -333 -4%
CAL
93
Capital Analysts LLC
Pennsylvania
$611K -$61.6K -839 -9%
AA
94
Armis Advisers
Georgia
$610K – – –
SPAS
95
Spectrum Planning & Advisory Services
California
$590K -$35.9K -489 -5%
TC
96
Trilogy Capital
California
$583K +$62K +844 +11%
JMNC
97
J. Mark Nickell & Co
Tennessee
$576K – – –
UBS Group
98
UBS Group
Switzerland
$572K +$56.9K +775 +10%
TW
99
Traveka Wealth
California
$560K +$12K +164 +2%
CWS
100
Cypress Wealth Services
California
$560K +$68.8K +937 +13%