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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OGF
276
Orin Green Financial
California
$469K
CA
277
CWC Advisors
Oregon
$465K +$1.78K +37 +0.4%
HCA
278
Harpswell Capital Advisors
Maine
$463K -$77K -1,601 -14%
FPAS
279
Focus Partners Advisor Solutions
Missouri
$462K -$261K -5,424 -36%
DT
280
Diversified Trust
Tennessee
$456K +$4.62K +96 +1%
NCTC
281
New Covenant Trust Company
Indiana
$456K -$389K -8,086 -46%
VW
282
Veridan Wealth
Oregon
$443K +$6.73K +140 +2%
WS
283
Wedbush Securities
California
$441K -$4.95K -103 -1%
AWM
284
AE Wealth Management
Kansas
$438K +$154K +3,212 +54%
PFM
285
Potomac Fund Management
Florida
$435K +$26.2K +544 +6%
SPAS
286
Spectrum Planning & Advisory Services
California
$430K +$2.4K +50 +0.6%
FHB
287
First Hawaiian Bank
Hawaii
$430K
BTI
288
Blue Trust Inc
Georgia
$416K +$174K +3,615 +71%
Cerity Partners
289
Cerity Partners
New York
$410K +$412K +8,575 New
MWM
290
MBE Wealth Management
Wisconsin
$407K +$3.17K +66 +0.8%
SWP
291
Sagespring Wealth Partners
Tennessee
$403K -$28.1K -585 -6%
USCWA
292
U.S. Capital Wealth Advisors
Texas
$403K -$23.7K -493 -6%
SWP
293
Stratos Wealth Partners
Ohio
$397K -$48 -1 -0%
RFC
294
Regions Financial Corp
Alabama
$396K -$9.86K -205 -2%
GWP
295
Gateway Wealth Partners
Wisconsin
$396K +$398K +8,273 New
HBT
296
Hills Bank & Trust
Iowa
$395K +$7.93K +165 +2%
BSB
297
Bangor Savings Bank
Maine
$393K +$14K +291 +4%
FFS
298
Founders Financial Securities
Maryland
$389K +$391K +8,131 New
CAG
299
Curtis Advisory Group
California
$387K +$145K +3,008 +59%
OFG
300
Opulen Financial Group
Virginia
$386K +$5.1K +106 +1%