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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
326
Madrid Wealth Management
New Mexico
$311K +$312K +6,498 New
OCM
327
One Capital Management
California
$306K +$72.1K +1,500 +31%
SFG
328
Sage Financial Group
Pennsylvania
$305K +$24.5K +510 +9%
CWM
329
Centurion Wealth Management
Virginia
$304K +$43.7K +909 +17%
EPW
330
Endeavor Private Wealth
Kansas
$300K -$27.1K -563 -8%
FNB
331
Farmers National Bank
Kentucky
$297K +$8.27K +172 +3%
DAS
332
Diversify Advisory Services
Utah
$295K -$10.2K -212 -3%
CAAS
333
Capital Asset Advisory Services
Michigan
$289K +$35.3K +734 +14%
JWCA
334
J.W. Cole Advisors
Florida
$288K +$11K +229 +4%
GA
335
Gordian Advisors
Arizona
$287K +$75.8K +1,576 +36%
PS
336
Principal Securities
Iowa
$282K +$13.3K +277 +5%
BEI
337
Benjamin Edwards Inc
Missouri
$281K +$9.47K +197 +3%
JF
338
JSF Financial
California
$281K +$45K +937 +19%
MCM
339
MAI Capital Management
Ohio
$281K +$8.41K +175 +3%
B
340
Birchbrook
Maine
$278K – – –
ATPW
341
Ashton Thomas Private Wealth
Arizona
$278K -$17.4K -362 -6%
WA
342
Wealth Alliance
New York
$278K -$27.7K -576 -9%
BFA
343
Bragg Financial Advisors
North Carolina
$270K +$28.4K +591 +12%
FMN
344
Financial Management Network
California
$270K -$6.68K -139 -2%
CGFA
345
Colton Groome Financial Advisors
North Carolina
$268K – – –
AMM
346
American Money Management
California
$267K +$268K +5,576 New
CWM
347
Curtis Wealth Management
Nevada
$266K +$266K +5,536 New
BWP
348
BlueStem Wealth Partners
Minnesota
$264K -$15.6K -324 -6%
FFG
349
Fiduciary Financial Group
California
$262K +$36.2K +754 +16%
FA
350
FC Advisory
Pennsylvania
$259K +$11.1K +231 +4%
12 13
14
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