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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UB
251
UMB Bank
Missouri
$220K
EFM
252
Eley Financial Management
Vermont
$214K +$212K +4,455 New
ATWA
253
Arbor Trust Wealth Advisors
Michigan
$209K
LNC
254
Lincoln National Corp
Pennsylvania
$207K
KWM
255
Kingsview Wealth Management
Oregon
$202K +$201K +4,212 New
BTI
256
Blue Trust Inc
Georgia
$198K
MFC
257
Morris Financial Concepts
South Carolina
$194K +$193K +4,044 New
SWPG
258
Strategic Wealth Partners Group
Illinois
$193K +$190K +3,994 New
SWM
259
Spire Wealth Management
Virginia
$182K -$60.3K -1,266 -25%
HWM
260
Horizons Wealth Management
North Carolina
$178K +$857 +18 +0.5%
PTC
261
Private Trust Company
Ohio
$171K +$22.2K +466 +15%
FHA
262
First Horizon Advisors
Tennessee
$146K +$145K +3,038 New
AIM
263
Acropolis Investment Management
Missouri
$139K -$222K -4,655 -62%
VWM
264
Venturi Wealth Management
Texas
$124K +$123K +2,587 New
CAL
265
Capital Analysts LLC
Pennsylvania
$121K +$94.9K +1,993 +384%
William Blair & Company
266
William Blair & Company
Illinois
$106K +$238 +5 +0.2%
SMFG
267
Sumitomo Mitsui Financial Group
Japan
$106K
FFA
268
Farther Finance Advisors
California
$105K +$97.8K +2,053 +1,446%
BAM
269
Belpointe Asset Management
Nevada
$89K +$9.43K +198 +12%
GRP
270
Global Retirement Partners
California
$70.7K -$21.7K -455 -24%
4FG
271
4Thought Financial Group
New York
$64.3K +$3.62K +76 +6%
FCA
272
Fortis Capital Advisors
Kansas
$61.8K
ME
273
McIlrath & Eck
Washington
$61.4K -$64.5K -1,355 -51%
C
274
Covestor
United Kingdom
$59K +$7.14K +150 +14%
OLVIG
275
Oliver Lagore Vanvalin Investment Group
Michigan
$58.9K +$57.6K +1,209 +7,556%