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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
401
CIBC Private Wealth Group
Georgia
$71.8K +$72.2K +1,501 New
EWM
402
Evolution Wealth Management
Florida
$69.4K +$27.4K +570 +65%
AAP
403
Arax Advisory Partners
Colorado
$66.1K +$66.4K +1,381 New
KCM
404
Key Capital Management
Tennessee
$63.7K +$64K +1,331 New
DF
405
Dunhill Financial
United Kingdom
$62K
BA
406
Ballast Advisors
Minnesota
$57.6K +$961 +20 +2%
AAG
407
Armstrong Advisory Group
Massachusetts
$56.4K -$5.82K -121 -9%
TCM
408
Triumph Capital Management
Colorado
$50.8K +$51.1K +1,062 New
AGWCA
409
Annis Gardner Whiting Capital Advisors
Florida
$50.5K +$2.79K +58 +6%
Bessemer Group
410
Bessemer Group
New Jersey
$49K +$49K +1,019 New
PG
411
Proffitt & Goodson
Tennessee
$45.9K +$10.7K +223 +30%
FPF
412
First Pacific Financial
Washington
$41.6K +$529 +11 +1%
PAI
413
Pittenger & Anderson Inc
Nebraska
$40.2K +$40.4K +840 New
GWP
414
Gen-Wealth Partners
Michigan
$38.2K +$2.45K +51 +7%
ME
415
McIlrath & Eck
Washington
$36.8K +$1.83K +38 +5%
VWA
416
VSM Wealth Advisory
Maryland
$33.1K +$30K +624 +918%
GMA
417
Glassy Mountain Advisors
Maryland
$31.3K
SAM
418
Smartleaf Asset Management
Massachusetts
$31.3K +$31.3K +652 New
PWMA
419
Pension & Wealth Management Advisors
Massachusetts
$30.1K
PWA
420
Physician Wealth Advisors
Utah
$27.3K +$337 +7 +1%
C
421
Covestor
United Kingdom
$26K +$2.45K +51 +10%
CA
422
CoreCap Advisors
Michigan
$23.1K
RWM
423
Raffa Wealth Management
District of Columbia
$22.5K +$337 +7 +2%
YAL
424
Your Advocates Ltd
Texas
$18.1K +$3.46K +72 +24%
TBFA
425
Three Bearings Fiduciary Advisors
New Hampshire
$16.7K +$16.7K +348 New