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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$149K +$150K +2,330 New
BlackRock
152
BlackRock
New York
$132K -$3.16K -49 -2%
GRP
153
Global Retirement Partners
California
$114K -$2.32K -36 -2%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$112K +$23.2K +361 +26%
OLVIG
155
Oliver Lagore Vanvalin Investment Group
Michigan
$106K -$18.9K -294 -15%
WP
156
WealthShield Partners
North Carolina
$103K -$386 -6 -0.4%
GWANC
157
Guardian Wealth Advisors (North Carolina)
North Carolina
$66.8K +$67.2K +1,043 New
OP
158
ORG Partners
Indiana
$66.8K -$2.32K -36 -3%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$55.6K +$8.31K +129 +17%
WCM
160
WealthTrak Capital Management
Virginia
$52.3K +$52.5K +816 New
CAWM
161
Capital A Wealth Management
Pennsylvania
$52.2K +$52.5K +815 New
T
162
Transce3nd
Texas
$49.3K +$49.6K +770 New
PS
163
Principal Securities
Iowa
$43.5K -$2.06K -32 -5%
FA
164
Fedenia Advisers
Wisconsin
$42.9K +$43.1K +670 New
Morgan Stanley
165
Morgan Stanley
New York
$33.7K -$42.1K -654 -55%
PWA
166
Physician Wealth Advisors
Utah
$31.2K -$212K -3,290 -87%
GFPC
167
Global Financial Private Client
Florida
$29.3K -$644 -10 -2%
BC
168
Barrett & Company
Rhode Island
$28.5K – – –
AG
169
AmeriFlex Group
Nevada
$25.6K +$25.1K +389 New
MIA
170
Milestone Investment Advisors
Wisconsin
$21.3K – – –
MCM
171
MAI Capital Management
Ohio
$19.7K +$19.8K +307 New
HDIM
172
Hanson & Doremus Investment Management
Vermont
$17K +$17.1K +266 New
AIC
173
Archer Investment Corporation
Indiana
$14.5K – – –
MG
174
Mather Group
Illinois
$12.6K +$2.25K +35 +22%
SWM
175
Sugarloaf Wealth Management
Georgia
$11.4K -$296K -4,602 -96%