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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNH
126
Hopwood Nicholas Hunter
$360K +$358K +4,863 New
FFN
127
Focus Financial Network
Minnesota
$358K -$2.13K -29 -0.6%
GFA
128
Godfrey Financial Associates
New York
$350K +$347K +4,718 New
SFG
129
Sovereign Financial Group
Connecticut
$347K
CWM
130
Curtis Wealth Management
Nevada
$345K +$338K +4,597 New
HP
131
Holistic Planning
Texas
$341K +$338K +4,600 New
ACM
132
Absolute Capital Management
Pennsylvania
$338K +$335K +4,560 New
SMF
133
Sterling Manor Financial
New York
$331K -$6.4K -87 -2%
EPW
134
Endeavor Private Wealth
Kansas
$325K -$25K -340 -7%
UWM
135
Urban Wealth Management
California
$318K +$316K +4,297 New
HFA
136
High Falls Advisors
New York
$317K
VBFP
137
Valtinson Bruner Financial Planning
Minnesota
$312K -$124K -1,686 -29%
TPWA
138
Twin Peaks Wealth Advisors
California
$311K +$42.8K +582 +16%
Goldman Sachs
139
Goldman Sachs
New York
$310K
NS
140
Northland Securities
Minnesota
$306K +$304K +4,132 New
ATPW
141
Ashton Thomas Private Wealth
Arizona
$306K -$221 -3 -0.1%
CSPIA
142
Cary Street Partners Investment Advisory
Virginia
$301K +$299K +4,065 New
BOH
143
Bank of Hawaii
Hawaii
$294K
JWA
144
JFS Wealth Advisors
Pennsylvania
$292K -$2.13K -29 -0.7%
IWM
145
IHT Wealth Management
Illinois
$291K -$1.25K -17 -0.4%
AWA
146
Alta Wealth Advisors
Massachusetts
$285K +$283K +3,848 New
WHCI
147
W.H. Cornerstone Investments
Massachusetts
$283K -$589 -8 -0.2%
MWM
148
Meridian Wealth Management
Kentucky
$273K
CAG
149
Csenge Advisory Group
Florida
$270K -$736 -10 -0.3%
Comerica Bank
150
Comerica Bank
Texas
$267K -$23.8K -323 -8%