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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
226
NWAM LLC
Washington
$767K +$766K +16,173 New
AIP
227
Ameritas Investment Partners
Nebraska
$766K +$62K +1,308 +9%
DADC
228
D.A. Davidson & Co
Montana
$764K +$13.9K +294 +2%
PAM
229
Peninsula Asset Management
Florida
$763K – – –
AAM
230
Ameraudi Asset Management
New York
$753K – – –
SWGC
231
Summit Wealth Group (Colorado)
Colorado
$736K +$46.4K +980 +7%
AWM
232
Ariadne Wealth Management
California
$733K +$1.75K +37 +0.2%
BSB
233
Bangor Savings Bank
Maine
$728K +$183K +3,856 +34%
CB
234
Commerce Bank
Missouri
$726K +$3.79K +80 +0.5%
OPWM
235
Oregon Pacific Wealth Management
Oregon
$723K +$130K +2,746 +22%
GA
236
Greenspring Advisors
Maryland
$722K +$24.7K +522 +4%
FI
237
FinArc Investments
Massachusetts
$719K +$1.14K +24 +0.2%
PFGIA
238
Patriot Financial Group Insurance Agency
Massachusetts
$704K -$87.9K -1,854 -11%
AWM
239
Aprio Wealth Management
Georgia
$704K -$121K -2,548 -15%
TWM
240
Tradition Wealth Management
Minnesota
$702K -$2.56K -54 -0.4%
PPA
241
Painted Porch Advisors
California
$697K – – –
UB
242
UMB Bank
Missouri
$687K – – –
FA
243
Financial Alternatives
California
$680K +$182K +3,846 +37%
OWCM
244
One Wealth Capital Management
Arizona
$678K +$414K +8,736 +157%
SWA
245
Sax Wealth Advisors
New Jersey
$669K +$667K +14,076 New
JC
246
JB Capital
Connecticut
$669K +$121K +2,548 +22%
LRIA
247
Leonard Rickey Investment Advisors
Washington
$668K -$93K -1,963 -12%
VWM
248
Venturi Wealth Management
Texas
$657K +$4.88K +103 +0.7%
NBWM
249
North Berkeley Wealth Management
California
$653K +$223K +4,710 +52%
NAM
250
NorthCrest Asset Manangement
Minnesota
$650K +$32K +675 +5%
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