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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
AE Wealth Management
Kansas
$318K -$6.63K -143 -2%
SB
252
Strategic Blueprint
Georgia
$316K -$37.5K -810 -11%
BFG
253
Buttonwood Financial Group
Missouri
$312K +$10.4K +225 +3%
B
254
Birchbrook
Maine
$310K -$23.8K -514 -7%
WCFA
255
Walkner Condon Financial Advisors
Wisconsin
$309K -$25.4K -549 -8%
OWM
256
Opes Wealth Management
California
$304K +$4.64K +100 +2%
CAM
257
Cresset Asset Management
Illinois
$297K +$295K +6,369 New
EC
258
Estate Counselors
Wisconsin
$295K +$17.4K +375 +6%
PAG
259
Private Advisor Group
New Jersey
$292K -$172K -3,721 -37%
JF
260
JSF Financial
California
$292K +$58.6K +1,264 +25%
AG
261
Ascent Group
Virginia
$285K -$46 -1 -0%
CFFNO
262
Common Fund For Nonprofit Organizations
Connecticut
$285K +$28.5K +615 +11%
EPP
263
ETF Portfolio Partners
Kansas
$282K -$397K -8,573 -59%
HBT
264
Hills Bank & Trust
Iowa
$280K +$15.2K +328 +6%
FCIM
265
Fairview Capital Investment Management
California
$277K +$11.6K +250 +4%
FA
266
Fermata Advisors
California
$276K -$243K -5,234 -47%
S
267
SignatureFD
Georgia
$271K +$124K +2,682 +85%
BBA
268
Braun-Bostich & Associates
Pennsylvania
$269K +$268K +5,772 New
SF
269
SWP Financial
California
$266K +$30.5K +658 +13%
SOAG
270
Silver Oak Advisory Group
Oregon
$264K +$263K +5,664 New
AFG
271
ABLE Financial Group
Arizona
$258K +$257K +5,541 New
SQA
272
Simon Quick Advisors
New Jersey
$255K -$48.5K -1,047 -16%
OC
273
Oakworth Capital
Alabama
$255K
TIA
274
Traphagen Investment Advisors
New Jersey
$255K -$19.5K -420 -7%
USCWA
275
U.S. Capital Wealth Advisors
Texas
$251K -$17.1K -368 -6%