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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
301
Smith & Howard Wealth Management
Georgia
$385K
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$383K -$13.6K -283 -3%
MFC
303
Morris Financial Concepts
South Carolina
$383K +$13.7K +285 +4%
NBWM
304
North Berkeley Wealth Management
California
$383K -$14K -292 -4%
OWM
305
Opes Wealth Management
California
$376K +$14.9K +310 +4%
LSIA
306
LaSalle St. Investment Advisors
Illinois
$374K +$376K +7,819 New
OIS
307
Okabena Investment Services
Minnesota
$371K +$372K +7,743 New
BBA
308
Braun-Bostich & Associates
Pennsylvania
$363K +$24.4K +508 +7%
GRP
309
Global Retirement Partners
California
$360K +$136K +2,829 +60%
FF
310
Finley Financial
Nevada
$354K
EIG
311
Ellenbecker Investment Group
Wisconsin
$353K +$355K +7,375 New
AF
312
Advisornet Financial
Minnesota
$350K +$35.2K +733 +11%
DPI
313
Diversified Portfolios Inc
Michigan
$345K -$14.9K -310 -4%
SW
314
SteelPeak Wealth
California
$344K +$4.57K +95 +1%
EPP
315
ETF Portfolio Partners
Kansas
$342K +$96 +2 +0%
FHA
316
Flagship Harbor Advisors
Massachusetts
$340K +$5.58K +116 +2%
SFG
317
SNS Financial Group
Minnesota
$333K -$71.5K -1,487 -18%
LGWM
318
Litman Gregory Wealth Management
California
$332K -$44.7K -929 -12%
FPWM
319
FSB Premier Wealth Management
Iowa
$332K +$69.8K +1,453 +27%
SFP
320
Sandbox Financial Partners
Maryland
$329K -$27.3K -568 -8%
FCIM
321
Fairview Capital Investment Management
California
$324K
HFA
322
Highland Financial Advisors
New Jersey
$319K +$36.9K +768 +13%
AQR Capital Management
323
AQR Capital Management
Connecticut
$317K
CFG
324
Compton Financial Group
Maryland
$316K +$317K +6,601 New
HP
325
Holistic Planning
Texas
$316K +$317K +6,595 New