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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
226
Lido Advisors
California
$637K – – –
VWM
227
Venturi Wealth Management
Texas
$635K -$3.19K -67 -0.5%
AIP
228
Ameritas Investment Partners
Nebraska
$627K +$12K +252 +2%
CWMK
229
Caliber Wealth Management (Kansas)
Kansas
$612K +$7.8K +164 +1%
APW
230
Austin Private Wealth
Texas
$609K -$172K -3,624 -22%
T
231
TrueFG
Texas
$600K +$36.9K +776 +7%
PPW
232
Presilium Private Wealth
Pennsylvania
$585K +$30.1K +634 +5%
RIM
233
Rockbridge Investment Management
New York
$580K +$43.2K +908 +8%
KPWS
234
Kestra Private Wealth Services
Texas
$578K +$344K +7,241 +151%
OBWG
235
Onyx Bridge Wealth Group
New York
$572K -$6.85K -144 -1%
LWA
236
Lifelong Wealth Advisors
Minnesota
$570K +$10.2K +214 +2%
BBW
237
Blue Barn Wealth
Utah
$565K +$142K +2,985 +34%
ACA
238
Ackerman Capital Advisors
Texas
$562K – – –
BFG
239
Buttonwood Financial Group
Missouri
$554K -$3.19K -67 -0.6%
AI
240
Atria Investments
North Carolina
$542K +$201K +4,226 +60%
HCA
241
Harpswell Capital Advisors
Maine
$541K +$536K +11,268 New
HPM
242
Hoxton Planning & Management
West Virginia
$538K +$31.3K +659 +6%
Kovitz Investment Group Partners
243
Kovitz Investment Group Partners
Illinois
$538K +$28.5K +599 +6%
NAM
244
NorthCrest Asset Manangement
Minnesota
$531K +$8.89K +187 +2%
S
245
SignatureFD
Georgia
$522K – – –
VCP
246
Verus Capital Partners
Arizona
$510K +$505K +10,618 New
JC
247
JB Capital
Connecticut
$506K +$22.2K +466 +5%
CW
248
CreativeOne Wealth
Kansas
$504K -$20.8K -438 -4%
VNA
249
Valley National Advisers
Pennsylvania
$499K +$59.1K +1,243 +14%
SVWAG
250
Sound View Wealth Advisors Group
Georgia
$484K -$15.7K -330 -3%