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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Endurance Wealth Management
Rhode Island
$88K
SWM
227
Sugarloaf Wealth Management
Georgia
$85K
MA
228
MUFG Americas
New York
$70K
4FG
229
4Thought Financial Group
New York
$62K +$1.34K +27 +2%
C
230
Covestor
United Kingdom
$58K -$2.08K -42 -3%
HFS
231
HBC Financial Services
Washington
$54K +$55.2K +1,115 New
ME
232
McIlrath & Eck
Washington
$51K +$51.8K +1,047 New
CA
233
CoreCap Advisors
Michigan
$49K +$49.5K +1,000 New
DC
234
Darrow Company
Massachusetts
$48K +$49K +989 New
GC
235
Gould Capital
Washington
$43K +$149 +3 +0.3%
YAL
236
Your Advocates Ltd
Texas
$40K +$2.03K +41 +5%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$37K +$149 +3 +0.4%
BWL
238
Bogart Wealth LLC
Virginia
$34K
CAL
239
Capital Analysts LLC
Pennsylvania
$25K
RA
240
Rise Advisors
New York
$22K +$99 +2 +0.4%
FF
241
FourThought Financial
Florida
$21K -$495 -10 -2%
Citigroup
242
Citigroup
New York
$17K -$94.1K -1,900 -84%
US Bancorp
243
US Bancorp
Minnesota
$17K -$25K -505 -60%
Fidelity Investments
244
Fidelity Investments
Massachusetts
$14K +$14K +283 New
GIA
245
Goodwin Investment Advisory
Georgia
$13.9K -$166K -3,347 -92%
MAM
246
Meeder Asset Management
Ohio
$12K +$12.6K +255 New
GM
247
GeoWealth Management
Illinois
$11K
LS
248
Leelyn Smith
Illinois
$9K +$9.61K +194 New
MRCM
249
M&R Capital Management
New Jersey
$7K +$7.33K +148 New
CCM
250
Covington Capital Management
California
$6K