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

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$620K +$601K +7,739 New
CAAS
102
Capital Asset Advisory Services
Michigan
$615K -$27.9K -360 -4%
AWM
103
Axxcess Wealth Management
California
$615K +$595K +7,671 New
AG
104
Ascent Group
Virginia
$613K +$62.1K +800 +12%
MW
105
Maia Wealth
Colorado
$586K +$12.4K +160 +2%
ACM
106
Absolute Capital Management
Pennsylvania
$567K +$227K +2,920 +70%
CIAS
107
CFS Investment Advisory Services
New Jersey
$563K -$11.5K -148 -2%
SPAS
108
Spectrum Planning & Advisory Services
California
$535K -$135K -1,735 -21%
MWM
109
MBE Wealth Management
Wisconsin
$535K -$76.1K -981 -13%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$533K -$671K -8,649 -57%
CWM
111
Centurion Wealth Management
Virginia
$499K +$13.1K +169 +3%
JC
112
JB Capital
Connecticut
$498K -$18.5K -238 -4%
VHAM
113
Van Hulzen Asset Management
California
$486K – – –
HI
114
Harbour Investments
Wisconsin
$472K -$16.7K -215 -4%
EPW
115
Endeavor Private Wealth
Kansas
$464K -$27.7K -357 -6%
KIM
116
Kestra Investment Management
Texas
$453K -$7.22K -93 -2%
SA
117
Sovran Advisors
California
$450K -$931 -12 -0.2%
VW
118
Vantus Wealth
Pennsylvania
$449K +$435K +5,603 New
SFG
119
Sovereign Financial Group
Connecticut
$442K +$83.7K +1,078 +24%
AIM
120
Advyzon Investment Management
Illinois
$437K – – –
IWS
121
Insight Wealth Strategies
California
$417K +$5.51K +71 +1%
BBA
122
Braun-Bostich & Associates
Pennsylvania
$411K -$23.5K -303 -6%
AIA
123
Ally Invest Advisors
North Carolina
$404K +$8.92K +115 +2%
WI
124
WrapManager Inc
California
$401K -$3.34K -43 -0.9%
BFG
125
Buttonwood Financial Group
Missouri
$394K -$24.4K -314 -6%
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