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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
351
IFP Advisors
Florida
$13K +$12.9K +279 New
RIA
352
Realta Investment Advisors
Delaware
$12.5K +$1.07K +23 +9%
CAM
353
Clarity Asset Management
Iowa
$9.38K +$93 +2 +1%
LFG
354
Larson Financial Group
Missouri
$7.83K – – –
HI
355
Horizon Investments
North Carolina
$7.22K +$232 +5 +3%
NB
356
NBT Bank
New York
$6.11K – – –
PP
357
Pacifica Partners
Canada
$5.78K – – –
PWM
358
Provident Wealth Management
Tennessee
$4.8K – – –
MG
359
Mather Group
Illinois
$3.58K -$371 -8 -10%
KFP
360
Keener Financial Planning
Texas
$3K +$788 +17 +35%
TAM
361
Tucker Asset Management
Colorado
$1.91K +$1.21K +26 +173%
GFPC
362
Global Financial Private Client
Florida
$1.26K -$1.07K -23 -46%
WCM
363
Winthrop Capital Management
Indiana
$1K – – –
DP
364
Denver PWM
Colorado
$984 -$292K -6,296 -100%
CTWM
365
Cherry Tree Wealth Management
Minnesota
$793 – – –
RWM
366
Ruedi Wealth Management
Illinois
$737 +$742 +16 New
AA
367
Addison Advisors
Vermont
$94 – – –
OWA
368
One Wealth Advisors
California
– -$5.58M -118,467 Closed
RCS
369
Retirement Capital Strategies
California
– -$2.35M -50,024 Closed
EGWAG
370
Elwood & Goetz Wealth Advisory Group
Georgia
– -$1.46M -31,058 Closed
PI
371
PFG Investments
New York
– -$953K -20,261 Closed
LFA
372
Legacy Financial Advisors
Kentucky
– -$711K -15,115 Closed
RBA
373
Richard Bernstein Advisors
New York
– -$606K -12,885 Closed
BIP
374
Blueprint Investment Partners
North Carolina
– -$429K -9,107 Closed
LNC
375
Lincoln National Corp
Pennsylvania
– -$418K -8,891 Closed
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15
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