We are live on ! Find out more
EAGG icon

iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
276
MBE Wealth Management
Wisconsin
$534K +$76.9K +1,623 +17%
LW
277
Livet Wealth
Utah
$528K -$14.7K -310 -3%
FHA
278
Flagship Harbor Advisors
Massachusetts
$527K +$134K +2,835 +34%
WA
279
Wealth Alliance
New York
$524K -$37.4K -789 -7%
S
280
SignatureFD
Georgia
$521K – – –
BWP
281
BlueStem Wealth Partners
Minnesota
$519K -$138K -2,915 -21%
CFG
282
Compton Financial Group
Maryland
$508K +$195K +4,112 +62%
SPAS
283
Spectrum Planning & Advisory Services
California
$500K +$91.8K +1,938 +23%
CFFNO
284
Common Fund For Nonprofit Organizations
Connecticut
$499K +$13.4K +283 +3%
PFM
285
Potomac Fund Management
Florida
$494K +$5.45K +115 +1%
PS
286
Principal Securities
Iowa
$494K +$215K +4,546 +78%
MPW
287
MA Private Wealth
California
$488K +$14.5K +305 +3%
EPW
288
Evolve Private Wealth
California
$480K -$99.8K -2,106 -17%
NCM
289
Novare Capital Management
North Carolina
$465K – – –
SVWAG
290
Sound View Wealth Advisors Group
Georgia
$461K -$14.3K -302 -3%
CA
291
CWC Advisors
Oregon
$461K +$95 +2 +0%
HCA
292
Harpswell Capital Advisors
Maine
$458K – – –
CAAS
293
Capital Asset Advisory Services
Michigan
$455K +$41.3K +871 +10%
VW
294
Veridan Wealth
Oregon
$454K +$26.7K +564 +6%
XFP
295
Xena Financial Planning
Oregon
$453K -$69K -1,456 -13%
KFSC
296
Keystone Financial Services (Colorado)
Colorado
$453K +$452K +9,547 New
DT
297
Diversified Trust
Tennessee
$452K – – –
JWCA
298
J.W. Cole Advisors
Florida
$442K +$51.4K +1,085 +13%
MFC
299
Morris Financial Concepts
South Carolina
$438K +$31K +654 +8%
TFA
300
Transamerica Financial Advisors
Florida
$429K +$134K +2,834 +46%