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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
326
Kovitz Investment Group Partners
Illinois
$209K +$212K +4,493 New
GSEP
327
Golden State Equity Partners
California
$209K -$4.06K -86 -2%
Pathstone Holdings
328
Pathstone Holdings
New Jersey
$207K – – –
AI
329
Atria Investments
North Carolina
$206K -$134K -2,831 -39%
ATWA
330
Arbor Trust Wealth Advisors
Michigan
$202K – – –
TWC
331
TD Waterhouse Canada
Ontario, Canada
$194K +$75.7K +1,602 +62%
JWA
332
JFS Wealth Advisors
Pennsylvania
$190K +$20.4K +432 +12%
EB
333
Eastern Bank
Massachusetts
$185K -$206K -4,368 -52%
BA
334
Ballast Advisors
Minnesota
$182K +$185K +3,922 New
PS
335
Principal Securities
Iowa
$164K +$9.35K +198 +6%
MCM
336
MAI Capital Management
Ohio
$158K +$161K +3,401 New
FHA
337
First Horizon Advisors
Tennessee
$152K +$12.1K +257 +9%
CIA
338
Cape Investment Advisory
Georgia
$140K – – –
HWM
339
Horizons Wealth Management
North Carolina
$137K – – –
SC
340
Stephens Consulting
Michigan
$127K -$992 -21 -0.8%
PTC
341
Private Trust Company
Ohio
$123K -$43.3K -916 -26%
NP
342
NorthRock Partners
Minnesota
$115K -$146K -3,094 -56%
CA
343
Continuum Advisory
Idaho
$112K +$1.09K +23 +1%
SMFG
344
Sumitomo Mitsui Financial Group
Japan
$102K – – –
William Blair & Company
345
William Blair & Company
Illinois
$86.1K +$8.93K +189 +11%
HI
346
Human Investing
Oregon
$85.4K +$86.9K +1,839 New
AT
347
Avalon Trust
New Mexico
$80.1K +$81.4K +1,724 New
GC
348
Gould Capital
Washington
$79.7K – – –
EPW
349
Endeavor Private Wealth
Kansas
$70.9K +$72.1K +1,526 New
SW
350
SoFi Wealth
California
$65K +$66.1K +1,400 New