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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Wealth Alliance
New York
$421K -$215K -4,706 -35%
LGWM
227
Litman Gregory Wealth Management
California
$419K +$174K +3,793 +76%
BRWA
228
B. Riley Wealth Advisors
Florida
$414K -$339K -7,397 -46%
DT
229
Diversified Trust
Tennessee
$412K +$33.2K +725 +9%
LIA
230
LifePlan Investment Advisors
North Carolina
$406K +$14.1K +309 +4%
BBW
231
Blue Barn Wealth
Utah
$405K +$3.57K +78 +0.9%
WS
232
Wedbush Securities
California
$402K -$33.7K -735 -8%
FMN
233
Financial Management Network
California
$397K -$34K -743 -8%
GAM
234
Gould Asset Management
California
$394K +$10.8K +235 +3%
SPWM
235
Spartan Planning & Wealth Management
North Carolina
$372K +$356K +7,785 New
TC
236
TownSquare Capital
Utah
$369K -$87.1K -1,902 -20%
OWMIAS
237
One Wealth Management Investment & Advisory Services
Florida
$369K +$354K +7,732 New
PPW
238
Presilium Private Wealth
Pennsylvania
$347K -$52.9K -1,155 -14%
AF
239
Advisornet Financial
Minnesota
$346K -$69.9K -1,527 -17%
FWP
240
Falcon Wealth Planning
California
$341K -$114K -2,495 -26%
SB
241
Strategic Blueprint
Georgia
$332K -$1.88K -41 -0.6%
FFN
242
Focus Financial Network
Minnesota
$330K -$617K -13,467 -66%
RPSA
243
Richard P. Slaughter Associates
Texas
$326K -$17.4K -380 -5%
FFA
244
Farther Finance Advisors
California
$326K -$166K -3,632 -35%
RFC
245
Regions Financial Corp
Alabama
$319K +$2.02K +44 +0.7%
GM
246
GeoWealth Management
Illinois
$317K +$3.62K +79 +1%
SQA
247
Simon Quick Advisors
New Jersey
$312K -$73K -1,595 -20%
SFG
248
SNS Financial Group
Minnesota
$305K -$73.3K -1,600 -20%
GFS
249
GYL Financial Synergies
Connecticut
$303K +$291K +6,347 New
TFCP
250
Twin Focus Capital Partners
Massachusetts
$301K -$36.2K -790 -11%