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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
401
Asset One Wealth Management
Washington
$213K +$214K +4,521 New
CIAS
402
CFS Investment Advisory Services
New Jersey
$211K +$212K +4,476 New
AMM
403
American Money Management
California
$211K -$2.46K -52 -1%
CWP
404
Corepath Wealth Partners
Arizona
$211K +$213K +4,490 New
CSPIA
405
Cary Street Partners Investment Advisory
Virginia
$208K +$37.8K +797 +22%
GFA
406
Godfrey Financial Associates
New York
$206K +$29.7K +626 +17%
AWM
407
Ameliora Wealth Management
Switzerland
$201K -$272K -5,750 -58%
TFCP
408
Twin Focus Capital Partners
Massachusetts
$201K – – –
IA
409
IFG Advisors
Missouri
$200K +$200K +4,227 New
MNA
410
Manning & Napier Advisors
New York
$187K +$5.69K +120 +3%
CA
411
Continuum Advisory
Idaho
$184K +$184K +3,890 New
TWC
412
TD Waterhouse Canada
Ontario, Canada
$184K – – –
CIA
413
Cape Investment Advisory
Georgia
$165K +$165K +3,484 New
GWP
414
Gen-Wealth Partners
Michigan
$142K +$50.9K +1,075 +56%
GC
415
Gould Capital
Washington
$135K – – –
FFA
416
Founders Financial Alliance
North Carolina
$133K +$133K +2,806 New
PTC
417
Private Trust Company
Ohio
$130K – – –
M
418
MOTCO
Texas
$112K – – –
CSP
419
Cary Street Partners
Virginia
$105K +$806 +17 +0.8%
BA
420
Blueline Advisors
New Hampshire
$105K -$995 -21 -0.9%
EWM
421
Evolution Wealth Management
Florida
$105K +$36.1K +762 +53%
SMFG
422
Sumitomo Mitsui Financial Group
Japan
$104K – – –
CAL
423
Capital Advisors Ltd
Ohio
$100K – – –
CA
424
Crewe Advisors
Utah
$96.5K -$1.23K -26 -1%
AG
425
AmeriFlex Group
Nevada
$88.2K +$88.2K +1,861 New
15 16
17
18 19