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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
226
Stock Yards Bank & Trust
Kentucky
$731K +$69.7K +1,450 +10%
NCM
227
Novare Capital Management
North Carolina
$730K -$28.1K -584 -4%
AMG
228
APS Management Group
California
$726K +$16.8K +349 +2%
KPWS
229
Kestra Private Wealth Services
Texas
$719K +$144K +3,001 +25%
AIM
230
Acropolis Investment Management
Missouri
$712K +$228K +4,751 +47%
ACA
231
Aptus Capital Advisors
Alabama
$711K +$15.7K +326 +2%
CB
232
Commerce Bank
Missouri
$710K
PPA
233
Painted Porch Advisors
California
$704K
TWM
234
Tradition Wealth Management
Minnesota
$703K +$2.02K +42 +0.3%
GA
235
Greenspring Advisors
Maryland
$702K +$705K +14,674 New
UB
236
UMB Bank
Missouri
$694K
SWGC
237
Summit Wealth Group (Colorado)
Colorado
$686K +$690K +14,346 New
AIP
238
Ameritas Investment Partners
Nebraska
$675K +$51K +1,060 +8%
SFS
239
Sunrise Financial Services
Washington
$675K +$678K +14,114 New
CAL
240
Capital Analysts LLC
Pennsylvania
$672K -$5.96K -124 -0.9%
OPWM
241
Oregon Pacific Wealth Management
Oregon
$667K -$129K -2,687 -16%
VWM
242
Venturi Wealth Management
Texas
$657K +$24.5K +509 +4%
XFP
243
Xena Financial Planning
Oregon
$648K +$651K +13,549 New
CCM
244
Coldstream Capital Management
Washington
$648K +$5.96K +124 +0.9%
T
245
TrueFG
Texas
$609K +$11.3K +235 +2%
NAM
246
NorthCrest Asset Manangement
Minnesota
$608K +$77.5K +1,612 +15%
EPW
247
Evolve Private Wealth
California
$607K +$610K +12,679 New
SA
248
Sonoma Allocations
California
$595K +$599K +12,465 New
CWMK
249
Caliber Wealth Management (Kansas)
Kansas
$591K -$18.9K -394 -3%
PPW
250
Presilium Private Wealth
Pennsylvania
$586K +$2.88K +60 +0.5%