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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$11.8K -$22.9K -482 -66%
WCM
402
Winthrop Capital Management
Indiana
$10K +$8.18K +172 +391%
Citigroup
403
Citigroup
New York
$9.61K – – –
NWMP
404
Noble Wealth Management PBC
Colorado
$8.84K +$8.75K +184 New
NSIM
405
North Star Investment Management
Illinois
$8.29K +$95 +2 +1%
CAM
406
Clarity Asset Management
Iowa
$7.04K +$95 +2 +1%
1NWS
407
1 North Wealth Services
Maryland
$6.72K – – –
GA
408
Guerra Advisors
Florida
$5.7K +$5.66K +119 New
WP
409
WealthShield Partners
North Carolina
$4.71K – – –
VWA
410
VSM Wealth Advisory
Maryland
$3.27K +$48 +1 +1%
ADL
411
Asset Dedication LLC
California
$3.17K – – –
LFG
412
Larson Financial Group
Missouri
$3.07K -$4.52K -95 -60%
AIC
413
Archer Investment Corporation
Indiana
$2.98K +$2.95K +62 New
GI
414
GAMMA Investing
California
$2.4K -$618 -13 -21%
NB
415
NBT Bank
New York
$2.21K +$95 +2 +4%
TAM
416
Tucker Asset Management
Colorado
$1.97K – – –
CTWM
417
Cherry Tree Wealth Management
Minnesota
$817 – – –
MEG
418
Millstone Evans Group
Colorado
$817 – – –
SS
419
Sunbelt Securities
Texas
$817 +$808 +17 New
SWP
420
Strategic Wealth Partners
Ohio
$731 +$713 +15 New
FLP
421
Financial Life Planners
Arizona
$50 +$48 +1 New
Russell Investments Group
422
Russell Investments Group
United Kingdom
$3 – – –
Jane Street
423
Jane Street
New York
– -$11M -231,909 Closed
DL
424
DOHJ LLC
Washington
– -$8.98M -191,789 Closed
Citadel Advisors
425
Citadel Advisors
Florida
– -$3.24M -68,224 Closed