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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
151
Golden State Wealth Management
California
$262K -$2.58K -35 -1%
GA
152
Goldstein Advisors
Wisconsin
$258K -$662 -9 -0.3%
MA
153
MKT Advisors
California
$253K
PIA
154
Perennial Investment Advisors
California
$250K +$6.11K +83 +3%
EWA
155
Emergent Wealth Advisors
New York
$249K +$2.43K +33 +1%
VPP
156
Vertex Planning Partners
Illinois
$241K -$2.35K -32 -1%
DW30
157
Drucker Wealth 3.0
New Jersey
$232K -$294 -4 -0.1%
JSW
158
Journey Strategic Wealth
New Jersey
$231K -$71.4K -970 -24%
FIM
159
Freedom Investment Management
Connecticut
$230K -$51.1K -695 -18%
WF
160
Willow Financial
Arkansas
$221K +$220K +2,988 New
FPW
161
Fairvoy Private Wealth
Alabama
$212K -$589 -8 -0.3%
KFG
162
Kelly Financial Group
Connecticut
$211K +$1.62K +22 +0.8%
EFG
163
Ehrlich Financial Group
California
$210K +$209K +2,837 New
GRP
164
Global Retirement Partners
California
$193K +$7.5K +102 +4%
RF
165
Rossby Financial
Florida
$174K
Bessemer Group
166
Bessemer Group
New Jersey
$160K +$158K +2,154 New
BlackRock
167
BlackRock
New York
$152K -$515 -7 -0.3%
KAS
168
Kestra Advisory Services
Texas
$139K +$138K +1,872 New
FHA
169
Flagship Harbor Advisors
Massachusetts
$126K +$125K +1,702 New
EWM
170
Evolution Wealth Management
Florida
$125K +$60.1K +817 +94%
TFA
171
Transamerica Financial Advisors
Florida
$123K +$42.4K +576 +53%
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$102K +$101K +1,375 New
Morgan Stanley
173
Morgan Stanley
New York
$100K -$13.7K -186 -12%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$97.5K -$5.59K -76 -5%
BFP
175
Birchwood Financial Partners
Minnesota
$97.2K +$96.5K +1,312 New