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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$486K -$48.6K -1,028 -9%
VWM
227
Venturi Wealth Management
Texas
$484K +$42.1K +892 +9%
CAL
228
Capital Analysts LLC
Pennsylvania
$481K +$8.36K +177 +2%
FFA
229
Farther Finance Advisors
California
$480K +$14.6K +309 +3%
SAI
230
Savvy Advisors Inc
New York
$478K +$132K +2,787 +37%
AAM
231
Ameraudi Asset Management
New York
$467K – – –
PPW
232
Presilium Private Wealth
Pennsylvania
$465K +$33.3K +705 +8%
RIM
233
Rockbridge Investment Management
New York
$462K – – –
OGF
234
Orin Green Financial
California
$455K -$463K -9,794 Closed
OFG
235
Opulen Financial Group
Virginia
$453K +$460K +9,747 New
CA
236
CWC Advisors
Oregon
$450K +$18.3K +387 +4%
MPW
237
MA Private Wealth
California
$445K – – –
HP
238
Hilltop Partners
Indiana
$445K -$14.6K -310 -3%
SVWAG
239
Sound View Wealth Advisors Group
Georgia
$435K +$45.8K +970 +12%
FHB
240
First Hawaiian Bank
Hawaii
$434K +$6.14K +130 +1%
VNA
241
Valley National Advisers
Pennsylvania
$429K +$1.7K +36 +0.4%
SFG
242
SNS Financial Group
Minnesota
$429K -$26.7K -565 -6%
NBWM
243
North Berkeley Wealth Management
California
$427K +$435K +9,204 New
S
244
SignatureFD
Georgia
$424K – – –
BBW
245
Blue Barn Wealth
Utah
$423K +$13.3K +281 +3%
DPI
246
Diversified Portfolios Inc
Michigan
$413K -$162K -3,425 -28%
Principal Financial Group
247
Principal Financial Group
Iowa
$404K -$1.25M -26,551 -75%
SFA
248
Sequoia Financial Advisors
Ohio
$403K -$45.1K -955 -10%
Comerica Bank
249
Comerica Bank
Texas
$401K +$2.08K +44 +0.5%
PFM
250
Potomac Fund Management
Florida
$398K +$405K +8,579 New