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iShares USD Green Bond ETF
BGRN

Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$12.8M +$12.7M +227,170 New
UBS Group
2
UBS Group
Switzerland
$10.2M +$1.13M +20,173 +13%
NWM
3
Nicola Wealth Management
British Columbia, Canada
$7.31M +$559K +10,000 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.5M +$343K +6,134 +8%
Bank of America
5
Bank of America
North Carolina
$3.59M +$301K +5,374 +9%
SA
6
Stewardship Advisors
Pennsylvania
$2.92M +$203K +3,624 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.17M +$236K +4,210 +12%
AWP
8
Abacus Wealth Partners
California
$1.92M +$1.91M +34,204 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.47M +$707K +12,635 +94%
DAS
10
Dynamic Advisor Solutions
Arizona
$1.44M +$990K +17,696 +223%
FIG
11
FundX Investment Group
California
$1.31M +$336 +6 +0%
Bank Julius Baer & Co
12
Bank Julius Baer & Co
Switzerland
$1.13M +$1.12M +20,000 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.03M +$1.03M +18,331 New
FANJ
14
Financial Architects (New Jersey)
New Jersey
$849K +$30.5K +545 +4%
Jane Street
15
Jane Street
New York
$848K -$1.1M -19,620 -57%
BFG
16
Berger Financial Group
Minnesota
$731K +$727K +12,991 New
FTUS
17
Flow Traders U.S.
New York
$719K -$115K -2,054 -14%
LFASL
18
Lugano Financial Advisors SA (LFA)
Switzerland
$563K – – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$556K -$36K -644 -6%
PP
20
Prudential plc
United Kingdom
$550K – – –
CTC
21
Central Trust Company
Missouri
$546K +$543K +9,706 New
ASN
22
Advisory Services Network
Georgia
$529K +$51.5K +921 +11%
LPL Financial
23
LPL Financial
California
$438K +$153K +2,729 +54%
OMC
24
Old Mission Capital
Illinois
$429K +$427K +7,633 New
EWF
25
Epstein & White Financial
California
$396K +$71.4K +1,277 +22%
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