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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
301
Bourgeon Capital Management
Connecticut
$6.84K +$6.91K +145 New
GFPC
302
Global Financial Private Client
Florida
$6.72K +$6.81K +143 New
FSWA
303
Financial Synergies Wealth Advisors
Texas
$6.67K +$810 +17 +14%
HI
304
Horizon Investments
North Carolina
$5.86K +$381 +8 +7%
PP
305
Pacifica Partners
Canada
$5.8K – – –
RWM
306
Raffa Wealth Management
District of Columbia
$5.23K -$953 -20 -15%
PWM
307
Provident Wealth Management
Tennessee
$4.86K – – –
ACA
308
Aptus Capital Advisors
Alabama
$4.67K +$95 +2 +2%
PP
309
PrairieView Partners
Minnesota
$4K +$4.29K +90 New
TFP
310
Tilia Fiduciary Partners
North Carolina
$3.82K +$3.86K +81 New
CWA
311
Clearview Wealth Advisors
Oregon
$3.73K +$3.76K +79 New
PAI
312
Pittenger & Anderson Inc
Nebraska
$2.41K – – –
GWS
313
Glassman Wealth Services
Virginia
$1.18K +$1.19K +25 New
LFA
314
Level Financial Advisors
New York
$849 +$48 +1 +6%
CTWM
315
Cherry Tree Wealth Management
Minnesota
$802 +$810 +17 New
TAM
316
Tucker Asset Management
Colorado
$708 – – –
RDFA
317
Ritter Daniher Financial Advisory
Ohio
$378 +$381 +8 New
YAL
318
Your Advocates Ltd
Texas
$27 – – –
IAIM
319
International Assets Investment Management
Florida
– -$24.7M -390,160 Closed
BIP
320
Blueprint Investment Partners
North Carolina
– -$2.69M -55,942 Closed
NYLIM
321
New York Life Investment Management
New York
– -$945K -19,657 Closed
SHGA
322
Sand Hill Global Advisors
California
– -$676K -14,076 Closed
RW
323
REDW Wealth
New Mexico
– -$612K -12,740 Closed
MAM
324
MMA Asset Management
Pennsylvania
– -$572K -11,899 Closed
FFA
325
First Foundation Advisors
California
– -$474K -9,857 Closed
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