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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Crewe Advisors
Utah
$1K – – –
FCA
227
FinTrust Capital Advisors
South Carolina
$1K – – –
LFA
228
Level Financial Advisors
New York
$1K – – –
AIM
229
Astor Investment Management
Illinois
$1K +$1.11K +21 New
PG
230
Prostatis Group
Maryland
– -$3.19M -57,793 Closed
CAN
231
Cetera Advisor Networks
California
– -$2.2M -39,887 Closed
CHP
232
Cable Hill Partners
Oregon
– -$1.97M -35,688 Closed
P
233
Palladiem
Pennsylvania
– -$1.18M -21,372 Closed
SFS
234
Sowell Financial Services
Arkansas
– -$1.03M -18,664 Closed
EC
235
Estate Counselors
Wisconsin
– -$845K -15,320 Closed
CRI
236
Colonial River Investments
Virginia
– -$637K -11,541 Closed
SHWM
237
Silicon Hills Wealth Management
Texas
– -$633K -11,474 Closed
HFA
238
High Falls Advisors
New York
– -$625K -11,330 Closed
RFC
239
Regions Financial Corp
Alabama
– -$579K -10,487 Closed
SB
240
Simmons Bank
Arkansas
– -$557K -10,088 Closed
IAIM
241
Industrial Alliance Investment Management
Quebec, Canada
– -$513K -9,300 Closed
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
– -$437K -7,910 Closed
MMA
243
Miracle Mile Advisors
California
– -$319K -5,774 Closed
UL
244
Unionview LLC
Washington
– -$307K -5,554 Closed
MWM
245
Mission Wealth Management
California
– -$303K -5,494 Closed
TDWM
246
Topel & Distasi Wealth Management
California
– -$265K -4,801 Closed
WWG
247
West Wealth Group
California
– -$242K -4,386 Closed
SPC
248
Sigma Planning Corp
Michigan
– -$212K -3,833 Closed
FCIM
249
Fairview Capital Investment Management
California
– -$202K -3,675 Closed
WFA
250
Wells Financial Advisors
Massachusetts
– -$84K -1,518 Closed