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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
MKT Advisors
California
$278K +$4.66K +60 +2%
CAG
152
Csenge Advisory Group
Florida
$277K -$20K -258 -7%
JWCA
153
J.W. Cole Advisors
Florida
$276K -$18.2K -235 -6%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$271K -$160K -2,066 -38%
EFG
155
Ehrlich Financial Group
California
$260K +$18K +232 +8%
VPP
156
Vertex Planning Partners
Illinois
$260K
KAS
157
Kestra Advisory Services
Texas
$257K +$543 +7 +0.2%
JWA
158
JFS Wealth Advisors
Pennsylvania
$257K -$27.2K -351 -10%
GSWM
159
Golden State Wealth Management
California
$256K -$38.6K -498 -14%
GA
160
Goldstein Advisors
Wisconsin
$250K -$22.8K -294 -9%
TWCA
161
Two West Capital Advisors
Kansas
$242K +$235K +3,031 New
RF
162
Rossby Financial
Florida
$242K -$27.1K -349 -10%
FIM
163
Freedom Investment Management
Connecticut
$236K +$2.1K +27 +0.9%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$232K -$22.5K -290 -9%
MYIA
165
Mount Yale Investment Advisors
Colorado
$218K +$211K +2,720 New
PGF
166
Plan Group Financial
Oklahoma
$213K -$22.4K -289 -10%
FFA
167
Founders Financial Alliance
North Carolina
$213K +$206K +2,651 New
DW30
168
Drucker Wealth 3.0
New Jersey
$212K -$34.3K -442 -14%
KFG
169
Kelly Financial Group
Connecticut
$212K +$205K +2,644 New
SWA
170
Sax Wealth Advisors
New Jersey
$211K +$233K +3,004 New
SPC
171
Sigma Planning Corp
Michigan
$209K +$203K +2,611 New
PWA
172
Physician Wealth Advisors
Utah
$194K +$10.6K +136 +6%
EWM
173
Evolution Wealth Management
Florida
$185K +$45.6K +588 +34%
BlackRock
174
BlackRock
New York
$148K -$4.97K -64 -3%
GRP
175
Global Retirement Partners
California
$148K +$143K +1,845 New