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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
251
Ameliora Wealth Management
Switzerland
$480K – – –
OMC
252
Old Mission Capital
Illinois
$480K +$129K +2,713 +37%
MPW
253
MA Private Wealth
California
$480K +$19K +400 +4%
EC
254
Estate Counselors
Wisconsin
$472K – – –
OGF
255
Orin Green Financial
California
$470K – – –
CA
256
CWC Advisors
Oregon
$465K -$1.62K -34 -0.3%
DT
257
Diversified Trust
Tennessee
$453K +$2.81K +59 +0.6%
WS
258
Wedbush Securities
California
$447K -$5.42K -114 -1%
VW
259
Veridan Wealth
Oregon
$438K +$434K +9,123 New
SWP
260
Sagespring Wealth Partners
Tennessee
$432K -$32.9K -691 -7%
FHB
261
First Hawaiian Bank
Hawaii
$431K -$17.7K -373 -4%
SPAS
262
Spectrum Planning & Advisory Services
California
$429K -$856 -18 -0.2%
USCWA
263
U.S. Capital Wealth Advisors
Texas
$428K +$19.4K +408 +5%
PFM
264
Potomac Fund Management
Florida
$411K +$16.3K +343 +4%
RFC
265
Regions Financial Corp
Alabama
$408K +$5.94K +125 +1%
SFG
266
SNS Financial Group
Minnesota
$405K -$3.33K -70 -0.8%
MWM
267
MBE Wealth Management
Wisconsin
$405K -$70.5K -1,483 -15%
CIA
268
Concurrent Investment Advisors
Florida
$403K -$9.32K -196 -2%
NBWM
269
North Berkeley Wealth Management
California
$398K – – –
PFGIA
270
Patriot Financial Group Insurance Agency
Massachusetts
$398K -$143 -3 -0%
SWP
271
Stratos Wealth Partners
Ohio
$398K -$4.71K -99 -1%
HBT
272
Hills Bank & Trust
Iowa
$388K +$50.6K +1,064 +15%
SHWM
273
Smith & Howard Wealth Management
Georgia
$386K – – –
OFG
274
Opulen Financial Group
Virginia
$382K +$27.4K +577 +8%
OWCM
275
One Wealth Capital Management
Arizona
$382K -$102K -2,152 -21%
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11
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