We are live on ! Find out more
LCTU icon

iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
126
Creative Financial Designs
Indiana
$290K -$46.2K -717 -14%
CAAS
127
Capital Asset Advisory Services
Michigan
$288K -$8.95K -139 -3%
EPW
128
Endeavor Private Wealth
Kansas
$286K +$288K +4,466 New
AWM
129
Axxcess Wealth Management
California
$285K +$25.1K +389 +10%
SW
130
SoFi Wealth
California
$284K +$286K +4,439 New
KIM
131
Kestra Investment Management
Texas
$275K +$708 +11 +0.3%
JWA
132
JFS Wealth Advisors
Pennsylvania
$274K +$19K +295 +7%
ATPW
133
Ashton Thomas Private Wealth
Arizona
$270K +$271K +4,212 New
IWM
134
IHT Wealth Management
Illinois
$269K +$19.1K +297 +8%
HFA
135
High Falls Advisors
New York
$264K -$7.73K -120 -3%
MFG
136
Merit Financial Group
Georgia
$262K +$264K +4,095 New
SMF
137
Sterling Manor Financial
New York
$257K – – –
SA
138
Sovran Advisors
California
$254K +$258K +3,999 New
MWM
139
Meridian Wealth Management
Kentucky
$251K – – –
Comerica Bank
140
Comerica Bank
Texas
$251K -$24.5K -380 -9%
TCA
141
Transcend Capital Advisors
New Jersey
$250K -$164K -2,551 -40%
CAG
142
Csenge Advisory Group
Florida
$248K -$1.48K -23 -0.6%
MYIA
143
Mount Yale Investment Advisors
Colorado
$247K -$592K -9,199 -71%
VPP
144
Vertex Planning Partners
Illinois
$233K +$258 +4 +0.1%
WHCI
145
W.H. Cornerstone Investments
Massachusetts
$231K +$2.25K +35 +1%
GA
146
Goldstein Advisors
Wisconsin
$228K -$7.15K -111 -3%
BFS
147
BridgePort Financial Solutions
Iowa
$213K +$215K +3,339 New
PIA
148
Perennial Investment Advisors
California
$209K +$210K +3,258 New
DW30
149
Drucker Wealth 3.0
New Jersey
$200K +$201K +3,126 New
CA
150
Continuum Advisory
Idaho
$154K -$15.3K -237 -9%