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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFA
126
Godfrey Financial Associates
New York
$375K +$233 +3 +0.1%
PIA
127
Perennial Investment Advisors
California
$373K +$71.2K +917 +25%
Legacy Financial Group (Iowa)
128
Legacy Financial Group (Iowa)
Iowa
$360K +$121K +1,560 +53%
TFA
129
Transamerica Financial Advisors
Florida
$360K +$176K +2,264 +102%
WF
130
Williams Financial
Vermont
$358K +$346K +4,463 New
TPWA
131
Twin Peaks Wealth Advisors
California
$354K +$21.4K +276 +7%
GF
132
GTS Financial
Minnesota
$351K +$2.79K +36 +0.7%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$341K +$331K +4,260 New
HNH
134
Hopwood Nicholas Hunter
$328K -$33.6K -433 -10%
AWM
135
Apollon Wealth Management
South Carolina
$323K -$88.6K -1,142 -22%
VAS
136
Vestmark Advisory Solutions
Massachusetts
$322K +$311K +4,013 New
BOH
137
Bank of Hawaii
Hawaii
$319K
ISFAN
138
Investor's Fiduciary Advisor Network
Washington
$318K -$2.1M -27,054 -87%
VBFP
139
Valtinson Bruner Financial Planning
Minnesota
$315K
WHCI
140
W.H. Cornerstone Investments
Massachusetts
$314K +$17.8K +230 +6%
NS
141
Northland Securities
Minnesota
$312K -$18.2K -234 -6%
CWM
142
Curtis Wealth Management
Nevada
$310K -$28.6K -368 -9%
IWM
143
IHT Wealth Management
Illinois
$306K -$181K -2,337 -38%
CSPIA
144
Cary Street Partners Investment Advisory
Virginia
$303K -$5.67K -73 -2%
HP
145
Holistic Planning
Texas
$301K -$102K -1,309 -26%
UWM
146
Urban Wealth Management
California
$298K -$19.1K -246 -6%
MWM
147
Meridian Wealth Management
Kentucky
$294K -$776 -10 -0.3%
AQR Capital Management
148
AQR Capital Management
Connecticut
$282K -$6.83K -88 -2%
BSSFA
149
Baron Silver Stevens Financial Advisors
Florida
$281K +$272K +3,503 New
WS
150
Wedbush Securities
California
$280K -$95.5K -1,231 -26%