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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
376
OneAscent Financial Services
Alabama
$215K +$3.17K +66 +1%
RWRC
377
R.W. Roge & Company
New York
$214K +$216K +4,491 New
SF
378
SWP Financial
California
$212K +$4.13K +86 +2%
TFCP
379
Twin Focus Capital Partners
Massachusetts
$203K – – –
ZF
380
Zhang Financial
Michigan
$202K – – –
BFG
381
Buttonwood Financial Group
Missouri
$202K -$352K -7,330 -63%
MNA
382
Manning & Napier Advisors
New York
$202K +$17.8K +370 +10%
WCFA
383
Walkner Condon Financial Advisors
Wisconsin
$202K +$202K +4,211 New
OAM
384
Occidental Asset Management
California
$201K – – –
CSPIA
385
Cary Street Partners Investment Advisory
Virginia
$196K +$197K +4,091 New
BA
386
Blueline Advisors
New Hampshire
$178K +$179K +3,722 New
GFA
387
Godfrey Financial Associates
New York
$168K +$165K +3,438 New
CIA
388
Cape Investment Advisory
Georgia
$167K – – –
TWC
389
TD Waterhouse Canada
Ontario, Canada
$154K – – –
HWM
390
Horizons Wealth Management
North Carolina
$141K – – –
RFP
391
Root Financial Partners
California
$139K – – –
PTC
392
Private Trust Company
Ohio
$131K – – –
M
393
MOTCO
Texas
$113K +$11.4K +238 +11%
CSP
394
Cary Street Partners
Virginia
$105K +$106K +2,203 New
SMFG
395
Sumitomo Mitsui Financial Group
Japan
$105K – – –
CA
396
Crewe Advisors
Utah
$98.5K +$288 +6 +0.3%
GC
397
Gould Capital
Washington
$96.3K +$7.21K +150 +8%
RPC
398
Rossmore Private Capital
Connecticut
$95.7K – – –
William Blair & Company
399
William Blair & Company
Illinois
$90.7K -$4.47K -93 -5%
LWMI
400
Legacy Wealth Management (Idaho)
Idaho
$89.8K +$90.2K +1,877 New