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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Advisornet Financial
Minnesota
$93K +$19.9K +406 +26%
OLVIG
102
Oliver Lagore Vanvalin Investment Group
Michigan
$84.2K +$25.7K +523 +41%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$69.5K +$22.3K +454 +44%
BCM
104
Bourgeon Capital Management
Connecticut
$47.8K +$8.1K +165 +19%
OP
105
ORG Partners
Indiana
$47.2K +$9.03K +184 +22%
WOSD
106
WFA of San Diego
California
$35.9K
HCM
107
Hollencrest Capital Management
California
$23.5K
BC
108
Barrett & Company
Rhode Island
$21K
APC
109
Aspire Private Capital
North Carolina
$19.5K +$6.04K +123 +42%
KFS
110
Kelly Financial Services
Massachusetts
$18.2K +$3.63K +74 +24%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$16.1K +$16K +325 New
MIA
112
Milestone Investment Advisors
Wisconsin
$15.7K
AF
113
Allworth Financial
California
$15.3K -$53.8K -1,095 -77%
GFPC
114
Global Financial Private Client
Florida
$13.8K
AIC
115
Archer Investment Corporation
Indiana
$10.7K
GWSG
116
GPS Wealth Strategies Group
Colorado
$6.4K
Morgan Stanley
117
Morgan Stanley
New York
$5.01K +$2.26K +46 +77%
PA
118
PSI Advisors
Florida
$4.71K +$4.91K +100 New
DJSG
119
D.J. St. Germain
Massachusetts
$4K +$4.17K +85 New
TSWM
120
Tyler-Stone Wealth Management
Ohio
$4K
BWS
121
Buck Wealth Strategies
Colorado
$3.72K +$1.18K +24 +44%
CPG
122
Cornerstone Planning Group
New Jersey
$2.07K -$2.21K -45 -51%
TRCT
123
Tower Research Capital (TRC)
New York
$1.27K +$1.32K +27 New
Fidelity Investments
124
Fidelity Investments
Massachusetts
$47 +$49 +1 New
NAM
125
NorthCrest Asset Manangement
Minnesota
-$303K -6,198 Closed