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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
276
Highland Financial Advisors
New Jersey
$251K +$9.97K +215 +4%
JC
277
JB Capital
Connecticut
$250K -$21.5K -464 -8%
OBWG
278
Onyx Bridge Wealth Group
New York
$248K +$10.1K +217 +4%
EWA
279
Emergent Wealth Advisors
New York
$247K +$246K +5,301 New
HPM
280
Hoxton Planning & Management
West Virginia
$241K -$16K -346 -6%
CGFA
281
Colton Groome Financial Advisors
North Carolina
$241K +$13.9K +300 +6%
ICM
282
IMS Capital Management
Oregon
$240K – – –
MFC
283
Morris Financial Concepts
South Carolina
$240K +$13.4K +289 +6%
CFGS
284
Concourse Financial Group Securities
Alabama
$240K -$24.2K -523 -9%
NP
285
NorthRock Partners
Minnesota
$238K -$570K -12,296 -71%
TNBTD
286
Trustmark National Bank Trust Department
Mississippi
$237K – – –
TCA
287
Transcend Capital Advisors
New Jersey
$235K -$39.5K -853 -14%
KWM
288
Kingsview Wealth Management
Oregon
$229K +$227K +4,906 New
OWMIAS
289
One Wealth Management Investment & Advisory Services
Florida
$227K -$40.5K -874 -15%
BTI
290
Blue Trust Inc
Georgia
$224K – – –
OCM
291
One Capital Management
California
$223K – – –
4FG
292
4Thought Financial Group
New York
$222K +$7.56K +163 +4%
SPC
293
Sigma Planning Corp
Michigan
$222K +$881 +19 +0.4%
KPWS
294
Kestra Private Wealth Services
Texas
$220K +$2.87K +62 +1%
CFD
295
Creative Financial Designs
Indiana
$219K -$7.18K -155 -3%
FI
296
Financial Insights
Washington
$217K -$66.9K -1,443 -24%
CCA
297
Carrera Capital Advisors
Michigan
$216K +$215K +4,638 New
BA
298
Bristlecone Advisors
Washington
$215K +$214K +4,613 New
MLA
299
My Legacy Advisors
Oregon
$212K +$211K +4,542 New
XF
300
XML Financial
Maryland
$211K – – –
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12
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