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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
251
JB Capital
Connecticut
$479K +$42.3K +901 +10%
GVCM
252
Global View Capital Management
Wisconsin
$476K +$189K +4,031 +67%
AWM
253
Ameliora Wealth Management
Switzerland
$475K -$376K -8,000 -44%
MWM
254
MBE Wealth Management
Wisconsin
$471K +$28K +597 +6%
EC
255
Estate Counselors
Wisconsin
$467K – – –
OGF
256
Orin Green Financial
California
$466K – – –
CA
257
CWC Advisors
Oregon
$462K -$235 -5 -0.1%
SWP
258
Sagespring Wealth Partners
Tennessee
$461K +$73.6K +1,566 +19%
MPW
259
MA Private Wealth
California
$456K – – –
WS
260
Wedbush Securities
California
$448K -$1.97K -42 -0.4%
DT
261
Diversified Trust
Tennessee
$446K – – –
FHB
262
First Hawaiian Bank
Hawaii
$445K – – –
VNA
263
Valley National Advisers
Pennsylvania
$435K -$2.54K -54 -0.6%
AWS
264
Atria Wealth Solutions
New York
$432K -$4.49M -95,579 -91%
SPAS
265
Spectrum Planning & Advisory Services
California
$426K +$47.6K +1,013 +13%
BBW
266
Blue Barn Wealth
Utah
$417K -$9.25K -197 -2%
CIA
267
Concurrent Investment Advisors
Florida
$408K +$196K +4,168 +94%
SFG
268
SNS Financial Group
Minnesota
$404K +$13.2K +282 +3%
USCWA
269
U.S. Capital Wealth Advisors
Texas
$404K +$10K +213 +3%
SWP
270
Stratos Wealth Partners
Ohio
$399K +$115K +2,439 +41%
RFC
271
Regions Financial Corp
Alabama
$398K +$43.3K +921 +12%
NBWM
272
North Berkeley Wealth Management
California
$394K -$11.1K -236 -3%
PFGIA
273
Patriot Financial Group Insurance Agency
Massachusetts
$394K +$49.5K +1,053 +15%
PFM
274
Potomac Fund Management
Florida
$385K -$9.3K -198 -2%
SHWM
275
Smith & Howard Wealth Management
Georgia
$382K -$166K -3,539 -31%
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