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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICM
326
IMS Capital Management
Oregon
$241K +$4.69K +100 +2%
BTI
327
Blue Trust Inc
Georgia
$241K
CC
328
Copperleaf Capital
North Carolina
$238K +$235K +5,008 New
AIM
329
Acropolis Investment Management
Missouri
$237K +$3.75K +80 +2%
GSWM
330
Golden State Wealth Management
California
$236K +$233K +4,966 New
BFA
331
Bragg Financial Advisors
North Carolina
$235K +$232K +4,946 New
IFWM
332
Institute for Wealth Management
Colorado
$235K -$158K -3,374 -41%
EWA
333
Emergent Wealth Advisors
New York
$233K +$1.45K +31 +0.6%
CA
334
Claro Advisors
Massachusetts
$230K +$228K +4,854 New
FI
335
Financial Insights
Washington
$229K
VIPI
336
Vista Investment Partners II
Indiana
$228K -$7.31K -156 -3%
KPWS
337
Kestra Private Wealth Services
Texas
$228K -$77.1K -1,645 -26%
OCM
338
One Capital Management
California
$227K
FHA
339
First Horizon Advisors
Tennessee
$227K +$70.5K +1,505 +46%
BA
340
Bristlecone Advisors
Washington
$226K
4FG
341
4Thought Financial Group
New York
$224K -$4.97K -106 -2%
TIA
342
Traphagen Investment Advisors
New Jersey
$223K -$25.4K -542 -10%
FA
343
FC Advisory
Pennsylvania
$219K -$7.64K -163 -3%
SF
344
SWP Financial
California
$219K +$216K +4,604 New
CFD
345
Creative Financial Designs
Indiana
$218K -$3.66K -78 -2%
FHA
346
Flagship Harbor Advisors
Massachusetts
$213K -$19.9K -425 -9%
JWCA
347
J.W. Cole Advisors
Florida
$213K +$210K +4,483 New
CIA
348
Concurrent Investment Advisors
Florida
$210K +$207K +4,414 New
SPC
349
Sigma Planning Corp
Michigan
$209K +$206K +4,397 New
ATWA
350
Arbor Trust Wealth Advisors
Michigan
$206K