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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
126
Hollencrest Capital Management
California
$26.2K
BC
127
Barrett & Company
Rhode Island
$23.3K
MIA
128
Milestone Investment Advisors
Wisconsin
$17.4K
AF
129
Allworth Financial
California
$16.7K -$293 -6 -2%
AIC
130
Archer Investment Corporation
Indiana
$11.9K
Bank of America
131
Bank of America
North Carolina
$7.85K +$7.33K +150 New
PA
132
PSI Advisors
Florida
$7.28K +$1.96K +40 +40%
GWSG
133
GPS Wealth Strategies Group
Colorado
$7.12K
DJSG
134
D.J. St. Germain
Massachusetts
$4.45K
TSWM
135
Tyler-Stone Wealth Management
Ohio
$3.93K
Morgan Stanley
136
Morgan Stanley
New York
$3.2K -$2.2K -45 -42%
KFS
137
Kelly Financial Services
Massachusetts
$2.75K -$16.4K -335 -87%
TRCT
138
Tower Research Capital (TRC)
New York
$2.35K +$880 +18 +67%
Citadel Advisors
139
Citadel Advisors
Florida
-$852K -18,096 Closed
D
140
Dentgroup
Louisiana
-$661K -14,046 Closed
SFS
141
Sowell Financial Services
Arkansas
-$542K -11,469 Closed
RJFSA
142
Raymond James Financial Services Advisors
Florida
-$508K -10,783 Closed
BPA
143
Beacon Pointe Advisors
California
-$262K -5,559 Closed
BWS
144
Buck Wealth Strategies
Colorado
-$3.72K -79 Closed
CPG
145
Cornerstone Planning Group
New Jersey
-$2.07K -44 Closed
Fidelity Investments
146
Fidelity Investments
Massachusetts
-$47 -1 Closed