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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
376
Keyvantage Wealth
Pennsylvania
$235K -$2.64K -55 -1%
GSWM
377
Golden State Wealth Management
California
$234K +$12.3K +257 +6%
CFG
378
Carr Financial Group
Massachusetts
$234K +$236K +4,917 New
WF
379
Warner Financial
Maryland
$232K +$234K +4,885 New
PP
380
PDS Planning
Ohio
$228K +$1.97K +41 +0.9%
GSEP
381
Golden State Equity Partners
California
$227K +$4.07K +85 +2%
RWA
382
Resolute Wealth Advisor
Ohio
$227K +$229K +4,772 New
SFG
383
Sage Financial Group
Pennsylvania
$225K -$78.7K -1,642 -26%
TIA
384
Traphagen Investment Advisors
New Jersey
$225K +$527 +11 +0.2%
SF
385
SWP Financial
California
$223K +$12.6K +263 +6%
DF
386
Dunhill Financial
United Kingdom
$221K +$223K +4,650 New
SB
387
Strategic Blueprint
Georgia
$221K -$10.9K -228 -5%
TFP
388
Townsend Financial Planning
Kentucky
$219K +$1.39K +29 +0.6%
RIA
389
Regal Investment Advisors
Michigan
$217K +$218K +4,558 New
LJAC
390
L.J. Altfest & Co
New York
$215K -$4.5K -94 -2%
AMM
391
American Money Management
California
$214K -$51.3K -1,070 -19%
MW
392
Maia Wealth
Colorado
$211K +$213K +4,442 New
AWA
393
Arkadios Wealth Advisors
Georgia
$206K +$207K +4,327 New
WCFA
394
Walkner Condon Financial Advisors
Wisconsin
$204K +$3.98K +83 +2%
HI
395
Human Investing
Oregon
$203K +$204K +4,261 New
TFCP
396
Twin Focus Capital Partners
Massachusetts
$202K – – –
LA
397
LVW Advisors
New York
$200K +$202K +4,207 New
TWC
398
TD Waterhouse Canada
Ontario, Canada
$184K +$32.2K +672 +21%
IA
399
IFP Advisors
Florida
$182K -$48.1K -1,003 -21%
MNA
400
Manning & Napier Advisors
New York
$181K -$20.2K -421 -10%
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