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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
301
J.W. Cole Advisors
Florida
$296K +$23.2K +487 +9%
FNB
302
Farmers National Bank
Kentucky
$290K +$22.7K +477 +9%
AWM
303
AE Wealth Management
Kansas
$285K -$9.32K -196 -3%
SB
304
Strategic Blueprint
Georgia
$285K +$2.81K +59 +1%
HFA
305
Highland Financial Advisors
New Jersey
$284K -$519K -10,912 -65%
SFG
306
Sage Financial Group
Pennsylvania
$282K +$12.5K +262 +5%
VT
307
Vise Technologies
New York
$281K +$278K +5,854 New
BWP
308
BlueStem Wealth Partners
Minnesota
$281K -$26.9K -566 -9%
B
309
Birchbrook
Maine
$279K – – –
BCG
310
Breakwater Capital Group
New Jersey
$277K +$274K +5,766 New
FMN
311
Financial Management Network
California
$277K -$88.6K -1,863 -24%
MCM
312
MAI Capital Management
Ohio
$273K +$109K +2,288 +67%
BEI
313
Benjamin Edwards Inc
Missouri
$273K +$5.61K +118 +2%
PS
314
Principal Securities
Iowa
$270K +$19K +400 +8%
CGFA
315
Colton Groome Financial Advisors
North Carolina
$269K -$4.52K -95 -2%
CC
316
Copperleaf Capital
North Carolina
$268K +$27K +568 +11%
FPWM
317
FSB Premier Wealth Management
Iowa
$263K +$260K +5,478 New
CWM
318
Centurion Wealth Management
Virginia
$261K +$48 +1 +0%
EWA
319
Emergent Wealth Advisors
New York
$256K +$6.04K +127 +2%
ICM
320
IMS Capital Management
Oregon
$256K +$11.9K +250 +5%
CAAS
321
Capital Asset Advisory Services
Michigan
$255K +$16.2K +341 +7%
FA
322
FC Advisory
Pennsylvania
$248K +$3.52K +74 +1%
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$247K – – –
FA
324
Fountainhead AM
New Jersey
$245K +$2.62K +55 +1%
TNBTD
325
Trustmark National Bank Trust Department
Mississippi
$245K – – –
11 12
13
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