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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
276
Flagship Harbor Advisors
Massachusetts
$527K +$134K +2,835 +34%
WA
277
Wealth Alliance
New York
$524K -$37.4K -789 -7%
S
278
SignatureFD
Georgia
$521K – – –
BWP
279
BlueStem Wealth Partners
Minnesota
$519K -$138K -2,915 -21%
CFG
280
Compton Financial Group
Maryland
$508K +$195K +4,112 +62%
SPAS
281
Spectrum Planning & Advisory Services
California
$500K +$91.8K +1,938 +23%
CFFNO
282
Common Fund For Nonprofit Organizations
Connecticut
$499K +$13.4K +283 +3%
PFM
283
Potomac Fund Management
Florida
$494K +$5.45K +115 +1%
PS
284
Principal Securities
Iowa
$494K +$215K +4,546 +78%
MPW
285
MA Private Wealth
California
$488K +$14.5K +305 +3%
EPW
286
Evolve Private Wealth
California
$480K -$99.8K -2,106 -17%
NCM
287
Novare Capital Management
North Carolina
$465K – – –
SVWAG
288
Sound View Wealth Advisors Group
Georgia
$461K -$14.3K -302 -3%
CA
289
CWC Advisors
Oregon
$461K +$95 +2 +0%
HCA
290
Harpswell Capital Advisors
Maine
$458K – – –
CAAS
291
Capital Asset Advisory Services
Michigan
$455K +$41.3K +871 +10%
VW
292
Veridan Wealth
Oregon
$454K +$26.7K +564 +6%
XFP
293
Xena Financial Planning
Oregon
$453K -$69K -1,456 -13%
KFSC
294
Keystone Financial Services (Colorado)
Colorado
$453K +$452K +9,547 New
DT
295
Diversified Trust
Tennessee
$452K – – –
JWCA
296
J.W. Cole Advisors
Florida
$442K +$51.4K +1,085 +13%
MFC
297
Morris Financial Concepts
South Carolina
$438K +$31K +654 +8%
TFA
298
Transamerica Financial Advisors
Florida
$429K +$134K +2,834 +46%
AI
299
Atria Investments
North Carolina
$422K -$183K -3,857 -30%
SLG
300
Sanchez Levi Garrett
$422K -$36.4K -768 -8%
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12
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