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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
226
Rockbridge Investment Management
New York
$425K +$423K +9,125 New
CAG
227
Curtis Advisory Group
California
$422K +$17.9K +387 +4%
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$418K -$18.7K -403 -4%
HF
229
HRT Financial
New York
$415K +$413K +8,918 New
DT
230
Diversified Trust
Tennessee
$402K – – –
TFCP
231
Twin Focus Capital Partners
Massachusetts
$400K – – –
BBW
232
Blue Barn Wealth
Utah
$397K +$185 +4 +0%
SFP
233
Sandbox Financial Partners
Maryland
$396K -$54.3K -1,171 -12%
FFA
234
Farther Finance Advisors
California
$387K +$76.3K +1,645 +24%
IFWM
235
Institute for Wealth Management
Colorado
$379K -$250K -5,398 -40%
FWP
236
Falcon Wealth Planning
California
$379K +$13K +281 +4%
FFN
237
Focus Financial Network
Minnesota
$371K -$4.45K -96 -1%
GM
238
GeoWealth Management
Illinois
$353K +$10.6K +228 +3%
LIA
239
LifePlan Investment Advisors
North Carolina
$352K +$12.1K +262 +4%
HP
240
Hilltop Partners
Indiana
$350K +$348K +7,503 New
FMN
241
Financial Management Network
California
$345K -$24.2K -523 -7%
RPSA
242
Richard P. Slaughter Associates
Texas
$345K -$2.92K -63 -0.8%
WA
243
Wealth Alliance
New York
$344K -$67.8K -1,462 -17%
SAI
244
Savvy Advisors Inc
New York
$343K +$341K +7,362 New
WRPWM
245
Werba Rubin Papier Wealth Management
California
$329K +$327K +7,050 New
SRWM
246
Shira Ridge Wealth Management
California
$327K +$56K +1,209 +21%
RFC
247
Regions Financial Corp
Alabama
$326K +$1.67K +36 +0.5%
AI
248
Atria Investments
North Carolina
$325K +$324K +6,983 New
TC
249
TownSquare Capital
Utah
$322K -$42.5K -917 -12%
AF
250
Advisornet Financial
Minnesota
$320K +$278 +6 +0.1%
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