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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Choreo LLC
326
Choreo LLC
Illinois
$328K +$94.6K +1,973 +40%
GVCM
327
Global View Capital Management
Wisconsin
$327K +$330K +6,883 New
One Capital Management
328
One Capital Management
California
$324K +$20.1K +420 +7%
FCIM
329
Fairview Capital Investment Management
California
$322K – – –
SFS
330
Sunrise Financial Services
Washington
$322K -$352K -7,350 -52%
WFS
331
WealthGarden F.S.
California
$317K +$68.2K +1,424 +27%
AQR Capital Management
332
AQR Capital Management
Connecticut
$315K – – –
FNB
333
Farmers National Bank
Kentucky
$314K +$19.2K +401 +6%
CFG
334
Compton Financial Group
Maryland
$314K -$144 -3 -0%
MWM
335
Madrid Wealth Management
New Mexico
$309K +$240 +5 +0.1%
CWM
336
Curtis Wealth Management
Nevada
$307K +$43.7K +911 +16%
CPG
337
Cornerstone Planning Group
New Jersey
$305K +$309K +6,448 New
TVAMP
338
Tennessee Valley Asset Management Partners
Tennessee
$303K +$72K +1,503 +31%
NG
339
Navigation Group
California
$302K +$305K +6,357 New
Benjamin Edwards Inc
340
Benjamin Edwards Inc
Missouri
$302K +$22.5K +470 +8%
Ashton Thomas Private Wealth
341
Ashton Thomas Private Wealth
Arizona
$299K +$23.3K +487 +8%
Csenge Advisory Group
342
Csenge Advisory Group
Florida
$297K +$299K +6,243 New
TFA
343
Transamerica Financial Advisors
Florida
$295K +$60.4K +1,260 +25%
HP
344
Holistic Planning
Texas
$293K -$21.1K -441 -7%
SFG
345
Snider Financial Group
Washington
$292K +$294K +6,140 New
William Blair & Company
346
William Blair & Company
Illinois
$291K +$202K +4,215 +222%
CWM
347
Centurion Wealth Management
Virginia
$289K -$13.2K -276 -4%
AI
348
Atomic Invest
New York
$285K +$4.26K +89 +2%
ACM
349
Absolute Capital Management
Pennsylvania
$283K +$33.9K +708 +13%
B
350
Birchbrook
Maine
$282K +$5.46K +114 +2%