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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
$19.9M +$7.54M +136,121 +60%
UBS Group
2
UBS Group
Switzerland
$9.07M -$811K -14,659 -8%
NWM
3
Nicola Wealth Management
British Columbia, Canada
$8.2M +$1.11M +20,000 +15%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.51M +$1.16M +20,895 +26%
BFG
5
Berger Financial Group
Minnesota
$5.16M +$4.51M +81,477 +627%
Bank of America
6
Bank of America
North Carolina
$3.87M +$388K +7,009 +11%
Jane Street
7
Jane Street
New York
$3.56M +$2.77M +50,049 +332%
Citadel Advisors
8
Citadel Advisors
Florida
$3.18M +$3.22M +58,252 New
KPWS
9
Kestra Private Wealth Services
Texas
$2.88M +$2.91M +52,635 New
SA
10
Stewardship Advisors
Pennsylvania
$2.82M -$15.8K -286 -0.6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.44M +$328K +5,926 +15%
AWP
12
Abacus Wealth Partners
California
$2.07M +$208K +3,752 +11%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.75M +$334K +6,031 +23%
WS
14
Wedbush Securities
California
$1.55M +$1.22M +22,047 +348%
FIG
15
FundX Investment Group
California
$1.34M +$74K +1,337 +6%
FTUS
16
Flow Traders U.S.
New York
$1.27M +$583K +10,524 +82%
DAS
17
Dynamic Advisor Solutions
Arizona
$1.23M -$168K -3,035 -12%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.16M +$162K +2,935 +16%
Bank Julius Baer & Co
19
Bank Julius Baer & Co
Switzerland
$1.09M – – –
Creative Planning
20
Creative Planning
Kansas
$1M +$653K +11,799 +179%
FANJ
21
Financial Architects (New Jersey)
New Jersey
$920K +$96.7K +1,746 +12%
ASN
22
Advisory Services Network
Georgia
$808K +$298K +5,375 +57%
LPL Financial
23
LPL Financial
California
$751K +$330K +5,953 +76%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$743K +$206K +3,715 +38%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$635K +$643K +11,622 New
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