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iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
USD 62.4 M – – –
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 45.7 M +USD 5.4 M +210,748 +14%
Morgan Stanley
3
Morgan Stanley
New York
USD 22 M -USD 421 k -16,432 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
USD 8.92 M +USD 6.22 M +242,936 +243%
Stewardship Advisors
5
Stewardship Advisors
Pennsylvania
USD 8.07 M +USD 1.37 M +53,415 +21%
Bank of America
6
Bank of America
North Carolina
USD 7.01 M +USD 4.09 M +159,494 +145%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 6.57 M +USD 1.55 M +60,461 +31%
Wells Fargo
8
Wells Fargo
California
USD 6.33 M +USD 3.99 M +155,691 +178%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 6.01 M +USD 2.02 M +78,776 +52%
Ameriprise
10
Ameriprise
Minnesota
USD 4.21 M +USD 1.9 M +74,240 +85%
UBS Group
11
UBS Group
Switzerland
USD 3.94 M +USD 642 k +25,061 +20%
Citadel Advisors
12
Citadel Advisors
Florida
USD 3.48 M -USD 1.08 M -42,044 -24%
Fisher Asset Management
13
Fisher Asset Management
Washington
USD 3.22 M +USD 414 k +16,150 +15%
Eaton Vance Management
14
Eaton Vance Management
Massachusetts
USD 3.06 M +USD 123 k +4,814 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
USD 3.04 M -USD 6.13 M -239,274 -67%
Brookstone Capital Management
16
Brookstone Capital Management
Illinois
USD 2.96 M +USD 2.91 M +113,699 Nuevas
Bailard
17
Bailard
California
USD 2.51 M +USD 132 k +5,165 +6%
PFS Investments
18
PFS Investments
Georgia
USD 2.43 M +USD 954 k +37,244 +66%
Gradient Investments
19
Gradient Investments
Minnesota
USD 2.28 M +USD 846 k +33,012 +60%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
USD 2.25 M – – –
Savant Capital
21
Savant Capital
Illinois
USD 2.04 M +USD 1.47 M +57,571 +278%
BlackRock
22
BlackRock
New York
USD 2 M +USD 1.97 M +76,935 +93,823%
LPL Financial
23
LPL Financial
California
USD 1.9 M +USD 42.6 k +1,664 +2%
RWA Wealth Partners
24
RWA Wealth Partners
Massachusetts
USD 1.86 M -USD 3.43 M -133,915 -65%
Dynamic Advisor Solutions
25
Dynamic Advisor Solutions
Arizona
USD 1.68 M -USD 158 k -6,171 -9%
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