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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
276
Wealth Alliance
New York
$273K -$84K -1,754 -24%
AFG
277
ABLE Financial Group
Arizona
$273K +$3.92K +82 +1%
NP
278
NorthRock Partners
Minnesota
$271K +$22.1K +461 +9%
CGFA
279
Colton Groome Financial Advisors
North Carolina
$265K +$14.1K +295 +6%
TIA
280
Traphagen Investment Advisors
New Jersey
$263K -$3.35K -70 -1%
HPM
281
Hoxton Planning & Management
West Virginia
$263K +$11.1K +232 +4%
JC
282
JB Capital
Connecticut
$254K -$6.61K -138 -3%
FA
283
Fountainhead AM
New Jersey
$250K +$246K +5,142 New
MFC
284
Morris Financial Concepts
South Carolina
$249K -$1.34K -28 -0.5%
GRP
285
Global Retirement Partners
California
$247K +$170K +3,543 +229%
TNBTD
286
Trustmark National Bank Trust Department
Mississippi
$247K – – –
SPAS
287
Spectrum Planning & Advisory Services
California
$243K +$240K +5,008 New
ICM
288
IMS Capital Management
Oregon
$242K – – –
EWA
289
Emergent Wealth Advisors
New York
$239K -$18.4K -384 -7%
MCC
290
Maiden Cove Capital
Maine
$238K +$235K +4,908 New
BTI
291
Blue Trust Inc
Georgia
$237K +$15.5K +323 +7%
RW
292
REDW Wealth
New Mexico
$236K +$232K +4,855 New
FI
293
Financial Insights
Washington
$234K +$8.62K +180 +4%
KPWS
294
Kestra Private Wealth Services
Texas
$234K +$4.93K +103 +2%
TCA
295
Transcend Capital Advisors
New Jersey
$233K -$11.6K -243 -5%
KWM
296
Kingsview Wealth Management
Oregon
$233K -$5.17K -108 -2%
OCM
297
One Capital Management
California
$233K – – –
BA
298
Bristlecone Advisors
Washington
$232K +$7.51K +157 +3%
CFD
299
Creative Financial Designs
Indiana
$229K – – –
CWM
300
Centurion Wealth Management
Virginia
$227K +$224K +4,678 New
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12
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