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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Larson Financial Group
351
Larson Financial Group
Missouri
$7.91K – – –
Horizon Investments
352
Horizon Investments
North Carolina
$7.06K +$753 +16 +12%
NB
353
NBT Bank
New York
$6.17K +$1.32K +28 +27%
PP
354
Pacifica Partners
Canada
$5.82K – – –
PWM
355
Provident Wealth Management
Tennessee
$4.85K – – –
FGAM
356
Financial Gravity Asset Management
Texas
$4.54K – – –
Mather Group
357
Mather Group
Illinois
$4.01K +$3.95K +84 New
KFP
358
Keener Financial Planning
Texas
$3K +$565 +12 +32%
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$2.68K +$2.68K +57 New
GFPC
360
Global Financial Private Client
Florida
$2.33K -$2.92K -62 -55%
WCM
361
Winthrop Capital Management
Indiana
$2K – – –
SRCM
362
Signature Resources Capital Management
California
$1.38K – – –
CTWM
363
Cherry Tree Wealth Management
Minnesota
$801 – – –
TAM
364
Tucker Asset Management
Colorado
$706 – – –
AA
365
Addison Advisors
Vermont
$95 +$94 +2 New
Pictet Asset Management
366
Pictet Asset Management
Switzerland
– -$6.47M -135,482 Closed
New York Life Investment Management
367
New York Life Investment Management
New York
– -$2.15M -44,979 Closed
Renaissance Technologies
368
Renaissance Technologies
New York
– -$490K -10,264 Closed
Jane Street
369
Jane Street
New York
– -$484K -10,136 Closed
GFS
370
GYL Financial Synergies
Connecticut
– -$303K -6,347 Closed
KFSC
371
Keystone Financial Services (Colorado)
Colorado
– -$287K -6,002 Closed
RW
372
Rede Wealth
Virginia
– -$285K -5,976 Closed
Miracle Mile Advisors
373
Miracle Mile Advisors
California
– -$234K -4,896 Closed
BA
374
Bristlecone Advisors
Washington
– -$220K -4,613 Closed
Mount Yale Investment Advisors
375
Mount Yale Investment Advisors
Colorado
– -$208K -4,356 Closed