We are live on ! Find out more
LCTU icon

iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
151
JFS Wealth Advisors
Pennsylvania
$249K -$29.1K -396 -10%
MA
152
MKT Advisors
California
$241K – – –
GA
153
Goldstein Advisors
Wisconsin
$239K -$4.85K -66 -2%
RF
154
Rossby Financial
Florida
$238K +$74.5K +1,014 +43%
VPP
155
Vertex Planning Partners
Illinois
$227K -$1.1K -15 -0.5%
KAS
156
Kestra Advisory Services
Texas
$225K +$97.8K +1,331 +71%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$224K +$234K +3,188 New
DW30
158
Drucker Wealth 3.0
New Jersey
$217K -$3.6K -49 -2%
EFG
159
Ehrlich Financial Group
California
$211K +$12.9K +175 +6%
PGF
160
Plan Group Financial
Oklahoma
$207K +$217K +2,950 New
Legacy Financial Group (Iowa)
161
Legacy Financial Group (Iowa)
Iowa
$206K +$215K +2,931 New
FIM
162
Freedom Investment Management
Connecticut
$205K -$14.3K -194 -6%
JSW
163
Journey Strategic Wealth
New Jersey
$202K -$17.6K -240 -8%
PWA
164
Physician Wealth Advisors
Utah
$160K +$132K +1,803 +378%
Morgan Stanley
165
Morgan Stanley
New York
$159K +$66.9K +910 +67%
TFA
166
Transamerica Financial Advisors
Florida
$156K +$41.7K +567 +34%
BlackRock
167
BlackRock
New York
$134K -$9.99K -136 -7%
EWM
168
Evolution Wealth Management
Florida
$121K +$2.5K +34 +2%
BFP
169
Birchwood Financial Partners
Minnesota
$92K – – –
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$90.8K -$1.69K -23 -2%
EI
171
EFG International
$68K +$71.3K +970 New
GWANC
172
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.8K +$65.8K +896 New
WOSD
173
WFA of San Diego
California
$53.4K – – –
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$51.8K – – –
NB
175
NBT Bank
New York
$51.6K +$48.6K +662 +895%