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iShares USD Green Bond ETF
BGRN

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$8.92M +$2.56M +46,205 +40%
NWM
2
Nicola Wealth Management
British Columbia, Canada
$6.67M +$1.94M +35,000 +41%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.1M +$552K +9,982 +16%
Bank of America
4
Bank of America
North Carolina
$3.24M +$1.5M +27,136 +87%
SA
5
Stewardship Advisors
Pennsylvania
$2.7M +$284K +5,127 +12%
Jane Street
6
Jane Street
New York
$1.93M +$636K +11,495 +50%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.91M +$292K +5,272 +18%
FIG
8
FundX Investment Group
California
$1.29M +$221 +4 +0%
BCM
9
Brookstone Capital Management
Illinois
$1.17M +$140K +2,521 +14%
FTUS
10
Flow Traders U.S.
New York
$825K -$83.5K -1,509 -9%
FANJ
11
Financial Architects (New Jersey)
New Jersey
$809K +$24.8K +449 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$748K +$254K +4,598 +52%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$585K +$120K +2,170 +26%
LFASL
14
Lugano Financial Advisors SA (LFA)
Switzerland
$551K – – –
RCS
15
Retirement Capital Strategies
California
$549K +$543K +9,818 New
PP
16
Prudential plc
United Kingdom
$543K +$541K +9,770 New
ASN
17
Advisory Services Network
Georgia
$471K +$55 +1 +0%
DAS
18
Dynamic Advisor Solutions
Arizona
$440K +$201K +3,625 +84%
WS
19
Wedbush Securities
California
$372K -$26K -470 -7%
EWF
20
Epstein & White Financial
California
$320K +$719 +13 +0.2%
WR
21
Watson Rebecca
$300K +$3.32K +60 +1%
Stifel Financial
22
Stifel Financial
Missouri
$300K +$299K +5,409 New
LPL Financial
23
LPL Financial
California
$281K +$280K +5,062 New
Vanguard Personalized Indexing Management
24
Vanguard Personalized Indexing Management
California
$235K +$234K +4,228 New
AssetMark Inc
25
AssetMark Inc
California
$202K -$32.7K -590 -14%
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