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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
126
Valtinson Bruner Financial Planning
Minnesota
$296K -$36.8K -574 -11%
FFN
127
Focus Financial Network
Minnesota
$295K +$513 +8 +0.2%
JSW
128
Journey Strategic Wealth
New Jersey
$285K -$17.6K -274 -5%
EPW
129
Endeavor Private Wealth
Kansas
$274K +$4.04K +63 +1%
AWM
130
Apollon Wealth Management
South Carolina
$273K -$69.9K -1,090 -20%
CFD
131
Creative Financial Designs
Indiana
$269K -$6.41K -100 -2%
CAAS
132
Capital Asset Advisory Services
Michigan
$268K -$5.19K -81 -2%
AWM
133
Axxcess Wealth Management
California
$265K -$5.19K -81 -2%
JWA
134
JFS Wealth Advisors
Pennsylvania
$265K +$6.03K +94 +2%
SMF
135
Sterling Manor Financial
New York
$254K +$11.7K +182 +5%
ATPW
136
Ashton Thomas Private Wealth
Arizona
$251K -$4.87K -76 -2%
HFA
137
High Falls Advisors
New York
$250K -$128 -2 -0%
AWM
138
AE Wealth Management
Kansas
$244K -$83.6K -1,304 -24%
Comerica Bank
139
Comerica Bank
Texas
$243K +$6.03K +94 +2%
TCA
140
Transcend Capital Advisors
New Jersey
$235K -$1.28K -20 -0.5%
IWM
141
IHT Wealth Management
Illinois
$231K -$24.8K -387 -9%
MYIA
142
Mount Yale Investment Advisors
Colorado
$230K -$2.95K -46 -1%
CAG
143
Csenge Advisory Group
Florida
$223K +$2.88K +45 +1%
MWM
144
Meridian Wealth Management
Kentucky
$222K -$17.3K -270 -7%
EWA
145
Emergent Wealth Advisors
New York
$221K -$92.2K -1,438 -28%
GA
146
Goldstein Advisors
Wisconsin
$216K +$705 +11 +0.3%
WHCI
147
W.H. Cornerstone Investments
Massachusetts
$213K -$6.47K -101 -3%
BFS
148
BridgePort Financial Solutions
Iowa
$202K – – –
CIA
149
Concurrent Investment Advisors
Florida
$202K +$213K +3,327 New
RF
150
Rossby Financial
Florida
$174K +$186K +2,904 New