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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
376
WhitTier Trust Company
Nevada
$19.4K – – –
MFS
377
Mattson Financial Services
Michigan
$19K – – –
LOIP
378
Live Oak Investment Partners
Texas
$14.4K – – –
YAL
379
Your Advocates Ltd
Texas
$14.2K – – –
IA
380
IFP Advisors
Florida
$13K – – –
KIM
381
Kestra Investment Management
Texas
$9.84K +$10K +212 New
Citigroup
382
Citigroup
New York
$9.29K – – –
FA
383
Fedenia Advisers
Wisconsin
$8.59K +$8.74K +185 New
NWMP
384
Noble Wealth Management PBC
Colorado
$8.54K +$8.69K +184 New
AG
385
AmeriFlex Group
Nevada
$8.29K +$8.36K +177 New
NSIM
386
North Star Investment Management
Illinois
$7.81K +$94 +2 +1%
LFG
387
Larson Financial Group
Missouri
$7.38K – – –
CAM
388
Clarity Asset Management
Iowa
$6.63K -$2.83K -60 -30%
SWM
389
Sugarloaf Wealth Management
Georgia
$5.25K -$126K -2,658 -96%
WP
390
WealthShield Partners
North Carolina
$4.55K -$28.8K -610 -86%
MEG
391
Millstone Evans Group
Colorado
$4.46K +$4.54K +96 New
BNP Paribas Financial Markets
392
BNP Paribas Financial Markets
France
$4.32K -$76.3K -1,616 -95%
VWA
393
VSM Wealth Advisory
Maryland
$3.08K +$3.12K +66 New
SAM
394
Smartleaf Asset Management
Massachusetts
$2.42K – – –
NB
395
NBT Bank
New York
$2.14K – – –
WCM
396
Winthrop Capital Management
Indiana
$2K +$567 +12 +38%
TAM
397
Tucker Asset Management
Colorado
$1.9K -$94 -2 -5%
GFPC
398
Global Financial Private Client
Florida
$1.3K +$47 +1 +4%
DP
399
Denver PWM
Colorado
$1K +$1.04K +22 New
CTWM
400
Cherry Tree Wealth Management
Minnesota
$790 – – –