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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
$40.7M +$7.02M +127,957 +21%
Jane Street
2
Jane Street
New York
$12.3M +$6.68M +121,718 +116%
UBS Group
3
UBS Group
Switzerland
$10.8M +$446K +8,127 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.53M +$2.34M +42,556 +32%
NWM
5
Nicola Wealth Management
British Columbia, Canada
$7.16M -$1.27M -23,139 -15%
KL
6
KilterHowling LLC
Colorado
$6.59M +$6.67M +121,455 New
HSBC Holdings
7
HSBC Holdings
United Kingdom
$5.15M +$5.21M +94,900 New
KPWS
8
Kestra Private Wealth Services
Texas
$4.08M +$47.5K +866 +1%
Bank of America
9
Bank of America
North Carolina
$4.03M +$185K +3,375 +5%
SA
10
Stewardship Advisors
Pennsylvania
$3.82M +$39.3K +716 +1%
CAN
11
Cetera Advisor Networks
California
$3.43M +$3.47M +63,266 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.98M -$1.03M -18,748 -25%
BFG
13
Berger Financial Group
Minnesota
$2.61M -$270K -4,919 -9%
Creative Planning
14
Creative Planning
Kansas
$2.32M +$379K +6,913 +19%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.25M +$312K +5,687 +16%
FTUS
16
Flow Traders U.S.
New York
$1.56M +$1.36M +24,750 +613%
LPL Financial
17
LPL Financial
California
$1.55M +$420K +7,645 +37%
LWP
18
Laurel Wealth Planning
Minnesota
$1.45M +$1.26M +22,869 +599%
SG Americas Securities
19
SG Americas Securities
New York
$1.42M -$661K -12,049 -32%
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$1.36M – – –
PAG
21
Private Advisor Group
New Jersey
$1.2M +$1.22M +22,178 New
ASN
22
Advisory Services Network
Georgia
$1.13M +$45.8K +835 +4%
MWM
23
Mascoma Wealth Management
New Hampshire
$1.13M +$505K +9,206 +80%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.12M +$240K +4,382 +27%
FIG
25
FundX Investment Group
California
$1.07M -$3.68K -67 -0.3%
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