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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
276
Financial Alternatives
California
$499K +$14.7K +307 +3%
PFM
277
Potomac Fund Management
Florida
$490K +$58.5K +1,220 +13%
CFFNO
278
Common Fund For Nonprofit Organizations
Connecticut
$487K +$9.15K +191 +2%
SVWAG
279
Sound View Wealth Advisors Group
Georgia
$477K
WS
280
Wedbush Securities
California
$477K +$39.1K +816 +9%
AWM
281
Ameliora Wealth Management
Switzerland
$476K
MPW
282
MA Private Wealth
California
$475K
NCM
283
Novare Capital Management
North Carolina
$466K -$262K -5,465 -36%
AWM
284
AE Wealth Management
Kansas
$463K +$28.3K +591 +6%
CA
285
CWC Advisors
Oregon
$462K
SLG
286
Sanchez Levi Garrett
$460K +$464K +9,672 New
HCA
287
Harpswell Capital Advisors
Maine
$460K
MWM
288
MBE Wealth Management
Wisconsin
$458K +$54.5K +1,137 +13%
SWP
289
Sagespring Wealth Partners
Tennessee
$455K +$55.1K +1,149 +14%
DT
290
Diversified Trust
Tennessee
$453K
USCWA
291
U.S. Capital Wealth Advisors
Texas
$451K +$51.9K +1,082 +13%
NBWM
292
North Berkeley Wealth Management
California
$431K +$51K +1,065 +13%
VW
293
Veridan Wealth
Oregon
$429K -$12K -250 -3%
EWA
294
Emergent Wealth Advisors
New York
$418K +$165K +3,452 +65%
CAAS
295
Capital Asset Advisory Services
Michigan
$417K +$129K +2,692 +45%
BTI
296
Blue Trust Inc
Georgia
$413K
SFG
297
SNS Financial Group
Minnesota
$411K +$81.7K +1,704 +25%
SPAS
298
Spectrum Planning & Advisory Services
California
$409K -$18.3K -381 -4%
MFC
299
Morris Financial Concepts
South Carolina
$408K +$27.5K +574 +7%
HBT
300
Hills Bank & Trust
Iowa
$407K +$15K +312 +4%