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
BFP
176
Birchwood Financial Partners
Minnesota
$97.2K +$96.5K +1,312 New
Bank of America
177
Bank of America
North Carolina
$72.8K -$108K -1,462 -60%
AAP
178
Arax Advisory Partners
Colorado
$58.3K +$57.9K +787 New
WOSD
179
WFA of San Diego
California
$56.5K – – –
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$54.8K -$29.5K -401 -35%
NB
181
NBT Bank
New York
$54.5K +$74 +1 +1%
CRI
182
Commonwealth Retirement Investments
Virginia
$45K +$44.7K +608 New
WP
183
WealthShield Partners
North Carolina
$37.1K -$368 -5 -1%
PWA
184
Physician Wealth Advisors
Utah
$35.3K -$1.03K -14 -3%
BC
185
Barrett & Company
Rhode Island
$33K – – –
KG
186
Kilter Group
New York
$31.8K -$1.91K -26 -6%
CYG
187
Clean Yield Group
Vermont
$30.8K +$30.6K +416 New
CP
188
Camelot Portfolios
Ohio
$30.5K +$30.2K +411 New
CFD
189
Creative Financial Designs
Indiana
$29.9K -$7.21K -98 -20%
Wells Fargo
190
Wells Fargo
California
$26.8K -$63.7K -866 -71%
MIA
191
Milestone Investment Advisors
Wisconsin
$24.7K – – –
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$24.1K – – –
MCM
193
MAI Capital Management
Ohio
$22.7K – – –
HDIM
194
Hanson & Doremus Investment Management
Vermont
$20K – – –
AIC
195
Archer Investment Corporation
Indiana
$16.8K – – –
CA
196
Clearstead Advisors
Ohio
$12K – – –
OW
197
Olistico Wealth
Oklahoma
$11.5K +$11.4K +155 New
CPG
198
Cornerstone Planning Group
New Jersey
$11.3K +$11K +150 New
SAG
199
SageView Advisory Group
California
$8K +$7.95K +108 New
CSP
200
Cary Street Partners
Virginia
$7.48K +$7.43K +101 New