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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
$65.6M +$1.7M +35,572 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$57.6M +$9.82M +204,989 +20%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$52.3M -$8.11M -169,377 -13%
Bank of America
4
Bank of America
North Carolina
$19.9M +$3.54M +73,909 +21%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.2M +$304K +6,348 +3%
FF
6
Francis Financial
$11.8M -$281K -5,862 -2%
Creative Planning
7
Creative Planning
Kansas
$9.02M +$574K +11,996 +7%
LPL Financial
8
LPL Financial
California
$8.91M +$909K +18,979 +11%
II
9
Impact Investors
California
$8.05M +$809K +16,888 +11%
SI
10
Seeds Investor
New York
$6.67M +$508K +10,609 +8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.35M -$31.1K -650 -0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.75M +$113K +2,352 +2%
AssetMark Inc
13
AssetMark Inc
California
$3.92M +$364K +7,606 +10%
Raymond James Financial
14
Raymond James Financial
Florida
$3.58M +$741K +15,472 +26%
UBS Group
15
UBS Group
Switzerland
$3.37M -$157K -3,271 -4%
LWP
16
Laurel Wealth Planning
Minnesota
$3.31M +$2.68K +56 +0.1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.05M +$70.7K +1,477 +2%
PSA
18
Plum Street Advisors
Louisiana
$2.23M +$11.2K +234 +0.5%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.22M +$7.04K +147 +0.3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.87M +$95.5K +1,995 +5%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$1.72M – – –
Wealthfront Advisers
22
Wealthfront Advisers
California
$1.48M +$33.5K +700 +2%
JFGLC
23
Johnson Financial Group LLC (Colorado)
Colorado
$1.39M +$621K +12,964 +79%
PWMG
24
Private Wealth Management Group
New Jersey
$1.29M +$26.2K +548 +2%
BC
25
Brio Consultants
California
$1.25M +$233K +4,876 +23%
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