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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
126
Capital Asset Advisory Services
Michigan
$288K -$8.95K -139 -3%
EPW
127
Endeavor Private Wealth
Kansas
$286K +$288K +4,466 New
AWM
128
Axxcess Wealth Management
California
$285K +$25.1K +389 +10%
SW
129
SoFi Wealth
California
$284K +$286K +4,439 New
KIM
130
Kestra Investment Management
Texas
$275K +$708 +11 +0.3%
JWA
131
JFS Wealth Advisors
Pennsylvania
$274K +$19K +295 +7%
ATPW
132
Ashton Thomas Private Wealth
Arizona
$270K +$271K +4,212 New
IWM
133
IHT Wealth Management
Illinois
$269K +$19.1K +297 +8%
HFA
134
High Falls Advisors
New York
$264K -$7.73K -120 -3%
MFG
135
Merit Financial Group
Georgia
$262K +$264K +4,095 New
SMF
136
Sterling Manor Financial
New York
$257K
SA
137
Sovran Advisors
California
$254K +$258K +3,999 New
MWM
138
Meridian Wealth Management
Kentucky
$251K
Comerica Bank
139
Comerica Bank
Texas
$251K -$24.5K -380 -9%
TCA
140
Transcend Capital Advisors
New Jersey
$250K -$164K -2,551 -40%
CAG
141
Csenge Advisory Group
Florida
$248K -$1.48K -23 -0.6%
MYIA
142
Mount Yale Investment Advisors
Colorado
$247K -$592K -9,199 -71%
VPP
143
Vertex Planning Partners
Illinois
$233K +$258 +4 +0.1%
WHCI
144
W.H. Cornerstone Investments
Massachusetts
$231K +$2.25K +35 +1%
GA
145
Goldstein Advisors
Wisconsin
$228K -$7.15K -111 -3%
BFS
146
BridgePort Financial Solutions
Iowa
$213K +$215K +3,339 New
PIA
147
Perennial Investment Advisors
California
$209K +$210K +3,258 New
DW30
148
Drucker Wealth 3.0
New Jersey
$200K +$201K +3,126 New
CA
149
Continuum Advisory
Idaho
$154K -$15.3K -237 -9%
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$149K +$150K +2,330 New