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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
301
Horizon Investments
North Carolina
$5.59K +$5.57K +117 New
AWM
302
Ameliora Wealth Management
Switzerland
$5.13K +$509K +10,683 New
TRCT
303
Tower Research Capital (TRC)
New York
$5K +$4.76K +100 New
PWM
304
Provident Wealth Management
Tennessee
$4.95K
ACA
305
Aptus Capital Advisors
Alabama
$4.66K -$48 -1 -1%
LFG
306
Larson Financial Group
Missouri
$3.08K +$3.05K +64 New
BWM
307
BerganKDV Wealth Management
Minnesota
$2.6K +$2.57K +54 New
PAI
308
Pittenger & Anderson Inc
Nebraska
$2.45K +$333 +7 +16%
GWSG
309
GPS Wealth Strategies Group
Colorado
$1.15K +$1.14K +24 New
LFA
310
Level Financial Advisors
New York
$817
TAM
311
Tucker Asset Management
Colorado
$721
EI
312
Ellevest Inc
New York
$96 +$95 +2 New
YAL
313
Your Advocates Ltd
Texas
$27 -$35.1K -736 -100%
RCS
314
Retirement Capital Strategies
California
-$2.53M -54,183 Closed
ASFA
315
All Season Financial Advisors
Colorado
-$644K -13,771 Closed
SPW
316
Sonoma Private Wealth
California
-$471K -10,079 Closed
RWRC
317
R.W. Roge & Company
New York
-$436K -9,349 Closed
LFA
318
LGT Financial Advisors
Texas
-$436K -9,323 Closed
BFM
319
Boston Financial Management
Massachusetts
-$364K -7,797 Closed
RCAG
320
Rehmann Capital Advisory Group
Michigan
-$311K -6,646 Closed
TPWA
321
TRUE Private Wealth Advisors
Oregon
-$263K -5,623 Closed
KMWM
322
Keudell/Morrison Wealth Management
Oregon
-$234K -5,000 Closed
TA
323
Tiedemann Advisors
New York
-$217K -4,637 Closed
KAS
324
Kestra Advisory Services
Texas
-$213K -4,561 Closed
FCB
325
First Command Bank
Texas
-$212K -4,535 Closed