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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
151
Wells Fargo
California
$89.1K +$71.1K +1,018 +485%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$82.7K +$28K +401 +54%
TFA
153
Transamerica Financial Advisors
Florida
$78.5K +$75.5K +1,082 New
EWM
154
Evolution Wealth Management
Florida
$63.1K +$2.44K +35 +4%
WOSD
155
WFA of San Diego
California
$55.3K
NB
156
NBT Bank
New York
$53.4K -$46.3K -663 -90%
PS
157
Principal Securities
Iowa
$49.3K
WP
158
WealthShield Partners
North Carolina
$36.7K
CFD
159
Creative Financial Designs
Indiana
$36.4K -$234K -3,353 -87%
PWA
160
Physician Wealth Advisors
Utah
$35.6K
KG
161
Kilter Group
New York
$33K +$1.68K +24 +6%
BC
162
Barrett & Company
Rhode Island
$32.3K
MG
163
Mather Group
Illinois
$24.7K +$23.8K +341 New
MIA
164
Milestone Investment Advisors
Wisconsin
$24.2K
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$23.6K +$22.7K +325 New
MCM
166
MAI Capital Management
Ohio
$22.3K
HDIM
167
Hanson & Doremus Investment Management
Vermont
$19K
AIC
168
Archer Investment Corporation
Indiana
$16.5K
CA
169
Clearstead Advisors
Ohio
$11.8K
GWSG
170
GPS Wealth Strategies Group
Colorado
$9.87K
SWP
171
Strategic Wealth Partners
Ohio
$5.85K +$5.65K +81 New
IA
172
IFP Advisors
Florida
$5.81K
FS
173
Financially Speaking
Colorado
$4.36K
AF
174
Allworth Financial
California
$2.08K
UBS AM
175
UBS AM
Illinois
-$120M -1,785,000 Closed