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iShares U.S. Carbon Transition Readiness Aware Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$37.6K +$33.5K +456 +570%
WP
177
WealthShield Partners
North Carolina
$32.8K -$2.5K -34 -7%
BC
178
Barrett & Company
Rhode Island
$31.2K – – –
CYG
179
Clean Yield Group
Vermont
$29.2K – – –
KG
180
Kilter Group
New York
$28.4K -$1.76K -24 -6%
CFD
181
Creative Financial Designs
Indiana
$28.3K – – –
WG
182
Wellington Group
Indiana
$26.8K +$28.1K +382 New
Wells Fargo
183
Wells Fargo
California
$25.4K – – –
MIA
184
Milestone Investment Advisors
Wisconsin
$23.4K – – –
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$22.8K – – –
MG
186
Mather Group
Illinois
$22.5K +$23.6K +321 New
MCM
187
MAI Capital Management
Ohio
$21.5K – – –
HDIM
188
Hanson & Doremus Investment Management
Vermont
$19K – – –
AIC
189
Archer Investment Corporation
Indiana
$15.9K – – –
CA
190
Clearstead Advisors
Ohio
$11.4K – – –
OW
191
Olistico Wealth
Oklahoma
$10.9K – – –
KCM
192
Key Capital Management
Tennessee
$4.21K -$661 -9 -13%
TAM
193
Tucker Asset Management
Colorado
$3.37K – – –
RCM
194
Raleigh Capital Management
North Carolina
$2.67K +$2.79K +38 New
UBS AM
195
UBS AM
Illinois
$1.75K +$1.84K +25 New
AF
196
Allworth Financial
California
$1.12K -$955 -13 -45%
Vanguard Advisers Inc
197
Vanguard Advisers Inc
Pennsylvania
$982 +$1.03K +14 New
SWP
198
Strategic Wealth Partners
Ohio
$39 – – –
AWM
199
Axxcess Wealth Management
California
– -$607K -8,193 Closed
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
– -$595K -8,031 Closed