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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
251
Onyx Bridge Wealth Group
New York
$583K +$13K +270 +2%
CW
252
CreativeOne Wealth
Kansas
$582K +$80.8K +1,680 +16%
DWM
253
Diversify Wealth Management
Utah
$582K +$583K +12,126 New
APW
254
Austin Private Wealth
Texas
$581K -$26K -540 -4%
RIM
255
Rockbridge Investment Management
New York
$580K +$1.88K +39 +0.3%
HP
256
Hilltop Partners
Indiana
$577K -$71.5K -1,488 -11%
ACA
257
Ackerman Capital Advisors
Texas
$573K +$13K +270 +2%
TW
258
Traveka Wealth
California
$572K +$366K +7,606 +175%
RIS
259
Retirement Income Solutions
Michigan
$571K -$81.4K -1,693 -12%
VNA
260
Valley National Advisers
Pennsylvania
$555K +$57.6K +1,198 +12%
HPM
261
Hoxton Planning & Management
West Virginia
$551K +$14.9K +310 +3%
LW
262
Livet Wealth
Utah
$551K +$553K +11,506 New
VCP
263
Verus Capital Partners
Arizona
$525K +$16.7K +348 +3%
AI
264
Atria Investments
North Carolina
$523K -$17.2K -358 -3%
WAT
265
Wealth Advisory Team
Kentucky
$523K +$526K +10,935 New
AG
266
Ascent Group
Virginia
$511K -$323K -6,715 -39%
JC
267
JB Capital
Connecticut
$509K +$5.24K +109 +1%
S
268
SignatureFD
Georgia
$508K -$12.1K -251 -2%
FA
269
Financial Alternatives
California
$487K +$116K +2,412 +31%
CFFNO
270
Common Fund For Nonprofit Organizations
Connecticut
$481K +$105K +2,177 +28%
SVWAG
271
Sound View Wealth Advisors Group
Georgia
$480K -$2.31K -48 -0.5%
Comerica Bank
272
Comerica Bank
Texas
$479K -$190K -3,943 -28%
AWM
273
Ameliora Wealth Management
Switzerland
$479K
MPW
274
MA Private Wealth
California
$478K
EC
275
Estate Counselors
Wisconsin
$470K