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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
226
Pictet Asset Management
Switzerland
$594K -$439K -9,357 -43%
CAL
227
Capital Analysts LLC
Pennsylvania
$584K +$91.7K +1,956 +19%
HP
228
Hilltop Partners
Indiana
$573K +$116K +2,476 +26%
CW
229
CreativeOne Wealth
Kansas
$570K +$25.7K +548 +5%
OBWG
230
Onyx Bridge Wealth Group
New York
$565K +$230K +4,910 +70%
HF
231
HRT Financial
New York
$565K +$558K +11,908 New
T
232
TrueFG
Texas
$562K -$1.64K -35 -0.3%
SW
233
SoFi Wealth
California
$555K +$483K +10,297 +736%
EFG
234
Elios Financial Group
Ohio
$555K -$94 -2 -0%
BWM
235
Benchmark Wealth Management
Connecticut
$555K +$2.67K +57 +0.5%
LWA
236
Lifelong Wealth Advisors
Minnesota
$550K +$166K +3,544 +44%
SHWM
237
Smith & Howard Wealth Management
Georgia
$550K
HPM
238
Hoxton Planning & Management
West Virginia
$543K +$275K +5,871 +106%
SAI
239
Savvy Advisors Inc
New York
$540K +$50.5K +1,077 +10%
BFG
240
Buttonwood Financial Group
Missouri
$534K +$148K +3,160 +38%
FWP
241
Falcon Wealth Planning
California
$526K -$63.6K -1,356 -11%
PPW
242
Presilium Private Wealth
Pennsylvania
$524K +$48.5K +1,034 +10%
SFA
243
Sequoia Financial Advisors
Ohio
$510K +$96.5K +2,058 +24%
NAM
244
NorthCrest Asset Manangement
Minnesota
$508K +$161K +3,436 +47%
S
245
SignatureFD
Georgia
$497K +$63K +1,345 +15%
WA
246
Wealth Alliance
New York
$496K +$192K +4,094 +64%
PAG
247
Private Advisor Group
New Jersey
$488K +$227K +4,843 +89%
BWP
248
BlueStem Wealth Partners
Minnesota
$487K +$136K +2,900 +39%
RIM
249
Rockbridge Investment Management
New York
$476K +$3.42K +73 +0.7%
CL
250
Choreo LLC
Illinois
$473K -$247K -5,268 -35%