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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
251
Atria Investments
North Carolina
$607K +$87.8K +1,833 +17%
OGF
252
Orin Green Financial
California
$606K +$141K +2,950 +30%
T
253
TrueFG
Texas
$600K -$5.22K -109 -0.9%
TPCW
254
TD Private Client Wealth
New York
$600K -$422K -8,798 -41%
FWIA
255
Fort Washington Investment Advisors
Ohio
$600K -$565K -11,800 -48%
CWMK
256
Caliber Wealth Management (Kansas)
Kansas
$597K +$9.68K +202 +2%
ASN
257
Advisory Services Network
Georgia
$596K -$849K -17,723 -59%
OPWM
258
Oregon Pacific Wealth Management
Oregon
$594K -$69.2K -1,443 -10%
ACA
259
Ackerman Capital Advisors
Texas
$591K +$22.4K +467 +4%
HP
260
Hilltop Partners
Indiana
$586K +$12.2K +255 +2%
PPW
261
Presilium Private Wealth
Pennsylvania
$586K +$3.16K +66 +0.5%
EPW
262
Evolve Private Wealth
California
$581K -$21.9K -458 -4%
RIM
263
Rockbridge Investment Management
New York
$581K +$4.74K +99 +0.8%
RIS
264
Retirement Income Solutions
Michigan
$567K -$383 -8 -0.1%
WA
265
Wealth Alliance
New York
$563K +$290K +6,043 +104%
CAG
266
Curtis Advisory Group
California
$556K +$173K +3,605 +45%
JC
267
JB Capital
Connecticut
$549K +$43.7K +911 +9%
OBWG
268
Onyx Bridge Wealth Group
New York
$548K -$31.2K -652 -5%
BSB
269
Bangor Savings Bank
Maine
$547K +$157K +3,286 +40%
LW
270
Livet Wealth
Utah
$544K -$3.31K -69 -0.6%
AG
271
Ascent Group
Virginia
$543K +$36K +752 +7%
XFP
272
Xena Financial Planning
Oregon
$524K -$121K -2,529 -19%
S
273
SignatureFD
Georgia
$523K +$18.1K +377 +4%
Natixis Advisors
274
Natixis Advisors
Massachusetts
$522K +$526K +10,979 New
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$515K +$520K +10,841 New