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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
101
Cypress Wealth Services
California
$465K +$429K +6,911 New
AWM
102
Axxcess Wealth Management
California
$462K +$156K +2,510 +58%
CAAS
103
Capital Asset Advisory Services
Michigan
$462K +$156K +2,510 +58%
TWA
104
Talisman Wealth Advisors
New Jersey
$458K +$6.7K +108 +2%
HI
105
Harbour Investments
Wisconsin
$442K -$6.51K -105 -2%
MLA
106
My Legacy Advisors
Oregon
$439K -$68.3K -1,101 -15%
SAI
107
Savvy Advisors Inc
New York
$415K -$48.8K -787 -11%
BBA
108
Braun-Bostich & Associates
Pennsylvania
$409K +$621 +10 +0.2%
SA
109
Sovran Advisors
California
$409K -$8.81K -142 -2%
GWP
110
Gateway Wealth Partners
Wisconsin
$404K +$4.09K +66 +1%
HH
111
Hilltop Holdings
Texas
$396K +$7.07K +114 +2%
Citadel Advisors
112
Citadel Advisors
Florida
$389K -$990K -15,953 -73%
CWM
113
Centurion Wealth Management
Virginia
$382K +$6.08K +98 +2%
WS
114
Wedbush Securities
California
$368K -$10.5K -170 -3%
WI
115
WrapManager Inc
California
$368K -$135K -2,183 -29%
TWCA
116
Two West Capital Advisors
Kansas
$367K +$328K +5,288 New
KIM
117
Kestra Investment Management
Texas
$363K -$434 -7 -0.1%
IWS
118
Insight Wealth Strategies
California
$353K +$6.83K +110 +2%
VBFP
119
Valtinson Bruner Financial Planning
Minnesota
$351K +$20.9K +337 +7%
MIM
120
Macroview Investment Management
Maryland
$351K +$323K +5,212 New
RFP
121
RCS Financial Planning
Maryland
$342K +$310 +5 +0.1%
FFN
122
Focus Financial Network
Minnesota
$327K +$62 +1 +0%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$327K -$6.82M -109,925 -96%
AWM
124
Apollon Wealth Management
South Carolina
$321K +$17K +274 +6%
Goldman Sachs
125
Goldman Sachs
New York
$319K -$1.38M -22,163 -82%