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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
126
Insight Wealth Strategies
California
$360K +$3.16K +43 +0.8%
HP
127
Holistic Planning
Texas
$355K +$34K +463 +10%
WI
128
WrapManager Inc
California
$354K -$29.9K -407 -7%
AIA
129
Ally Invest Advisors
North Carolina
$346K +$3.23K +44 +0.9%
WS
130
Wedbush Securities
California
$331K -$35.7K -486 -9%
GFA
131
Godfrey Financial Associates
New York
$328K -$3.38K -46 -1%
HNH
132
Hopwood Nicholas Hunter
$317K -$24.9K -339 -7%
GF
133
GTS Financial
Minnesota
$314K +$380K +5,178 New
SFG
134
Sovereign Financial Group
Connecticut
$311K -$19K -258 -6%
CWM
135
Curtis Wealth Management
Nevada
$297K -$27K -367 -8%
ACM
136
Absolute Capital Management
Pennsylvania
$291K -$30.3K -413 -9%
TPWA
137
Twin Peaks Wealth Advisors
California
$291K +$1.03K +14 +0.3%
NS
138
Northland Securities
Minnesota
$290K – – –
SMF
139
Sterling Manor Financial
New York
$280K -$35.7K -486 -11%
BOH
140
Bank of Hawaii
Hawaii
$279K – – –
UWM
141
Urban Wealth Management
California
$278K -$24.8K -338 -8%
VBFP
142
Valtinson Bruner Financial Planning
Minnesota
$275K -$21.1K -287 -7%
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$270K -$16K -218 -5%
PIA
144
Perennial Investment Advisors
California
$262K +$26.9K +366 +11%
CAG
145
Csenge Advisory Group
Florida
$260K +$5.07K +69 +2%
GSWM
146
Golden State Wealth Management
California
$259K +$10.9K +148 +4%
WHCI
147
W.H. Cornerstone Investments
Massachusetts
$258K -$10.1K -138 -4%
JWCA
148
J.W. Cole Advisors
Florida
$258K +$271K +3,683 New
MWM
149
Meridian Wealth Management
Kentucky
$258K – – –
AQR Capital Management
150
AQR Capital Management
Connecticut
$253K -$144K -1,959 -35%