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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
326
Curtis Advisory Group
California
$244K – – –
BTI
327
Blue Trust Inc
Georgia
$244K – – –
BFA
328
Bragg Financial Advisors
North Carolina
$243K +$48 +1 +0%
SPC
329
Sigma Planning Corp
Michigan
$241K +$34.5K +726 +17%
GVCM
330
Global View Capital Management
Wisconsin
$240K -$239K -5,018 -50%
KW
331
Keyvantage Wealth
Pennsylvania
$240K -$3.04K -64 -1%
JWA
332
JFS Wealth Advisors
Pennsylvania
$239K -$16.4K -344 -6%
JF
333
JSF Financial
California
$237K +$13.4K +281 +6%
4FG
334
4Thought Financial Group
New York
$236K +$6.18K +130 +3%
GSEP
335
Golden State Equity Partners
California
$235K +$2.09K +44 +0.9%
OCM
336
One Capital Management
California
$235K +$7.84K +165 +3%
KFSC
337
Keystone Financial Services (Colorado)
Colorado
$231K +$4.37K +92 +2%
KV
338
Kickstand Ventures
New York
$230K -$571 -12 -0.2%
BA
339
Bristlecone Advisors
Washington
$229K – – –
FFG
340
Fiduciary Financial Group
California
$227K +$224K +4,717 New
TIA
341
Traphagen Investment Advisors
New Jersey
$226K +$285 +6 +0.1%
TWA
342
Talisman Wealth Advisors
New Jersey
$226K +$224K +4,704 New
GRP
343
Global Retirement Partners
California
$225K -$30.6K -643 -12%
GSWM
344
Golden State Wealth Management
California
$222K +$1.38K +29 +0.6%
LJAC
345
L.J. Altfest & Co
New York
$222K -$39.2K -825 -15%
PP
346
PDS Planning
Ohio
$222K +$220K +4,618 New
Fisher Asset Management
347
Fisher Asset Management
Washington
$219K +$217K +4,555 New
SF
348
SWP Financial
California
$218K -$8.37K -176 -4%
KWM
349
Kingsview Wealth Management
Oregon
$215K +$212K +4,469 New
OFS
350
OneAscent Financial Services
Alabama
$213K +$9.18K +193 +5%