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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
226
Focus Partners Advisor Solutions
Missouri
$610K +$5.31K +113 +0.9%
AIP
227
Ameritas Investment Partners
Nebraska
$609K -$235 -5 -0%
CWMK
228
Caliber Wealth Management (Kansas)
Kansas
$598K +$591K +12,586 New
DAS
229
Diversify Advisory Services
Utah
$595K -$616K -13,125 -51%
OBWG
230
Onyx Bridge Wealth Group
New York
$573K +$7.33K +156 +1%
T
231
TrueFG
Texas
$557K -$5.21K -111 -0.9%
ACA
232
Ackerman Capital Advisors
Texas
$556K +$549K +11,698 New
BWM
233
Benchmark Wealth Management
Connecticut
$555K – – –
LWA
234
Lifelong Wealth Advisors
Minnesota
$554K +$2.77K +59 +0.5%
WAT
235
Wealth Advisory Team
Kentucky
$551K +$544K +11,584 New
PPW
236
Presilium Private Wealth
Pennsylvania
$549K +$24K +511 +5%
FFN
237
Focus Financial Network
Minnesota
$548K -$337K -7,176 -38%
HP
238
Hilltop Partners
Indiana
$547K -$25.7K -548 -5%
BFG
239
Buttonwood Financial Group
Missouri
$546K +$7.61K +162 +1%
Comerica Bank
240
Comerica Bank
Texas
$545K +$78.7K +1,676 +17%
PAG
241
Private Advisor Group
New Jersey
$541K +$51.3K +1,093 +11%
RIM
242
Rockbridge Investment Management
New York
$531K +$53.6K +1,141 +11%
CW
243
CreativeOne Wealth
Kansas
$520K -$50.8K -1,082 -9%
S
244
SignatureFD
Georgia
$517K +$18.9K +402 +4%
FHA
245
First Horizon Advisors
Tennessee
$516K +$285K +6,075 +127%
NAM
246
NorthCrest Asset Manangement
Minnesota
$514K +$8.97K +191 +2%
Kovitz Investment Group Partners
247
Kovitz Investment Group Partners
Illinois
$504K +$141K +3,001 +40%
HPM
248
Hoxton Planning & Management
West Virginia
$502K -$41.5K -884 -8%
SVWAG
249
Sound View Wealth Advisors Group
Georgia
$495K +$30.6K +651 +7%
SFA
250
Sequoia Financial Advisors
Ohio
$485K -$25K -532 -5%