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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
$241K
GA
152
Goldstein Advisors
Wisconsin
$239K -$4.85K -66 -2%
RF
153
Rossby Financial
Florida
$238K +$74.5K +1,014 +43%
VPP
154
Vertex Planning Partners
Illinois
$227K -$1.1K -15 -0.5%
KAS
155
Kestra Advisory Services
Texas
$225K +$97.8K +1,331 +71%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$224K +$234K +3,188 New
DW30
157
Drucker Wealth 3.0
New Jersey
$217K -$3.6K -49 -2%
EFG
158
Ehrlich Financial Group
California
$211K +$12.9K +175 +6%
PGF
159
Plan Group Financial
Oklahoma
$207K +$217K +2,950 New
Legacy Financial Group (Iowa)
160
Legacy Financial Group (Iowa)
Iowa
$206K +$215K +2,931 New
FIM
161
Freedom Investment Management
Connecticut
$205K -$14.3K -194 -6%
JSW
162
Journey Strategic Wealth
New Jersey
$202K -$17.6K -240 -8%
PWA
163
Physician Wealth Advisors
Utah
$160K +$132K +1,803 +378%
Morgan Stanley
164
Morgan Stanley
New York
$159K +$66.9K +910 +67%
TFA
165
Transamerica Financial Advisors
Florida
$156K +$41.7K +567 +34%
BlackRock
166
BlackRock
New York
$134K -$9.99K -136 -7%
EWM
167
Evolution Wealth Management
Florida
$121K +$2.5K +34 +2%
BFP
168
Birchwood Financial Partners
Minnesota
$92K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$90.8K -$1.69K -23 -2%
EI
170
EFG International
$68K +$71.3K +970 New
GWANC
171
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.8K +$65.8K +896 New
WOSD
172
WFA of San Diego
California
$53.4K
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$51.8K
NB
174
NBT Bank
New York
$51.6K +$48.6K +662 +895%
IA
175
IFP Advisors
Florida
$37.6K +$33.5K +456 +570%