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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YAL
351
Your Advocates Ltd
Texas
$13.2K +$12.6K +275 +27,500%
BCM
352
Bourgeon Capital Management
Connecticut
$12.4K +$2.29K +50 +24%
LFG
353
Larson Financial Group
Missouri
$8.02K
HI
354
Horizon Investments
North Carolina
$6.42K
PP
355
Pacifica Partners
Canada
$5.79K
GFPC
356
Global Financial Private Client
Florida
$5.35K -$1.42K -31 -22%
FSWA
357
Financial Synergies Wealth Advisors
Texas
$5.04K -$2.06K -45 -29%
PWM
358
Provident Wealth Management
Tennessee
$4.92K
NB
359
NBT Bank
New York
$4.92K +$4.72K +103 New
FGAM
360
Financial Gravity Asset Management
Texas
$4.54K +$4.35K +95 New
PAI
361
Pittenger & Anderson Inc
Nebraska
$2.58K +$137 +3 +6%
SAM
362
Smartleaf Asset Management
Massachusetts
$2.53K +$2.38K +52 New
KFP
363
Keener Financial Planning
Texas
$2K +$1.69K +37 New
LFA
364
Level Financial Advisors
New York
$1.53K +$641 +14 +78%
WCM
365
Winthrop Capital Management
Indiana
$1.53K +$1.47K +32 New
SRCM
366
Signature Resources Capital Management
California
$1.38K +$1.33K +29 New
CTWM
367
Cherry Tree Wealth Management
Minnesota
$812
TAM
368
Tucker Asset Management
Colorado
$716
GWS
369
Glassman Wealth Services
Virginia
$382
Citadel Advisors
370
Citadel Advisors
Florida
-$4.47M -98,730 Closed
CF
371
Cantor Fitzgerald
New York
-$2.62M -57,820 Closed
OWM
372
Orgel Wealth Management
Wisconsin
-$668K -14,743 Closed
AGA
373
Arkos Global Advisors
Texas
-$359K -7,926 Closed
1WM
374
1900 Wealth Management
Texas
-$317K -7,003 Closed
DP
375
Denver PWM
Colorado
-$268K -5,958 Closed