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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNFS
126
PW Nova Financial Services
Pennsylvania
$391K +$379K +4,883 New
GFA
127
Godfrey Financial Associates
New York
$375K +$233 +3 +0.1%
PIA
128
Perennial Investment Advisors
California
$373K +$71.2K +917 +25%
Legacy Financial Group (Iowa)
129
Legacy Financial Group (Iowa)
Iowa
$360K +$121K +1,560 +53%
TFA
130
Transamerica Financial Advisors
Florida
$360K +$176K +2,264 +102%
WF
131
Williams Financial
Vermont
$358K +$346K +4,463 New
TPWA
132
Twin Peaks Wealth Advisors
California
$354K +$21.4K +276 +7%
GF
133
GTS Financial
Minnesota
$351K +$2.79K +36 +0.7%
Russell Investments Group
134
Russell Investments Group
United Kingdom
$341K +$331K +4,260 New
HNH
135
Hopwood Nicholas Hunter
$328K -$33.6K -433 -10%
AWM
136
Apollon Wealth Management
South Carolina
$323K -$88.6K -1,142 -22%
VAS
137
Vestmark Advisory Solutions
Massachusetts
$322K +$311K +4,013 New
BOH
138
Bank of Hawaii
Hawaii
$319K – – –
ISFAN
139
Investor's Fiduciary Advisor Network
Washington
$318K -$2.1M -27,054 -87%
VBFP
140
Valtinson Bruner Financial Planning
Minnesota
$315K – – –
WHCI
141
W.H. Cornerstone Investments
Massachusetts
$314K +$17.8K +230 +6%
NS
142
Northland Securities
Minnesota
$312K -$18.2K -234 -6%
CWM
143
Curtis Wealth Management
Nevada
$310K -$28.6K -368 -9%
IWM
144
IHT Wealth Management
Illinois
$306K -$181K -2,337 -38%
CSPIA
145
Cary Street Partners Investment Advisory
Virginia
$303K -$5.67K -73 -2%
HP
146
Holistic Planning
Texas
$301K -$102K -1,309 -26%
UWM
147
Urban Wealth Management
California
$298K -$19.1K -246 -6%
MWM
148
Meridian Wealth Management
Kentucky
$294K -$776 -10 -0.3%
AQR Capital Management
149
AQR Capital Management
Connecticut
$282K -$6.83K -88 -2%
BSSFA
150
Baron Silver Stevens Financial Advisors
Florida
$281K +$272K +3,503 New