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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
326
Trustmark National Bank Trust Department
Mississippi
$242K – – –
CAG
327
Curtis Advisory Group
California
$242K – – –
ICM
328
IMS Capital Management
Oregon
$242K – – –
BTI
329
Blue Trust Inc
Georgia
$241K – – –
KW
330
Keyvantage Wealth
Pennsylvania
$241K -$4.56K -97 -2%
BFA
331
Bragg Financial Advisors
North Carolina
$240K +$4.88K +104 +2%
FA
332
Fountainhead AM
New Jersey
$240K -$10.2K -217 -4%
CC
333
Copperleaf Capital
North Carolina
$238K – – –
CAAS
334
Capital Asset Advisory Services
Michigan
$235K +$233K +4,962 New
GSEP
335
Golden State Equity Partners
California
$231K -$11.2K -239 -5%
IFWM
336
Institute for Wealth Management
Colorado
$230K -$5.5K -117 -2%
FI
337
Financial Insights
Washington
$229K – – –
KV
338
Kickstand Ventures
New York
$228K +$226K +4,804 New
KPWS
339
Kestra Private Wealth Services
Texas
$228K -$329 -7 -0.1%
4FG
340
4Thought Financial Group
New York
$227K +$2.91K +62 +1%
RWA
341
Resolute Wealth Advisor
Ohio
$227K +$224K +4,772 New
BA
342
Bristlecone Advisors
Washington
$227K – – –
OCM
343
One Capital Management
California
$224K -$3.29K -70 -1%
KFSC
344
Keystone Financial Services (Colorado)
Colorado
$224K -$75.7K -1,612 -25%
TIA
345
Traphagen Investment Advisors
New Jersey
$223K +$235 +5 +0.1%
JF
346
JSF Financial
California
$221K -$196K -4,171 -47%
GSWM
347
Golden State Wealth Management
California
$219K -$17.3K -368 -7%
SF
348
SWP Financial
California
$215K -$3.99K -85 -2%
TWCA
349
Two West Capital Advisors
Kansas
$211K +$210K +4,476 New
HH
350
Hilltop Holdings
Texas
$210K -$48.8K -1,040 -19%
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