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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthSource Partners
California
$1.08M -$783K -13,985 -42%
LPL Financial
27
LPL Financial
California
$1.06M +$237K +4,236 +29%
SCM
28
Stonehearth Capital Management
Massachusetts
$1.05M +$57.2K +1,022 +6%
CAN
29
Cetera Advisor Networks
California
$1.02M +$1.01M +18,076 New
ASN
30
Advisory Services Network
Georgia
$1.01M +$167K +2,988 +20%
VHAM
31
Van Hulzen Asset Management
California
$1M -$235K -4,200 -19%
WR
32
Watson Rebecca
$986K +$20.5K +366 +2%
MML Investors Services
33
MML Investors Services
Massachusetts
$919K -$1.57M -28,013 -63%
RJA
34
Raymond James & Associates
Florida
$888K +$166K +2,958 +23%
FANJ
35
Financial Architects (New Jersey)
New Jersey
$831K +$266K +4,754 +48%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$813K -$1.19M -21,241 -60%
SIAS
37
Shine Investment Advisory Services
Colorado
$784K +$104K +1,853 +15%
AA
38
Alesco Advisors
New York
$756K +$321K +5,725 +75%
PA
39
Parallel Advisors
California
$722K -$2.58K -46 -0.4%
BCI
40
Brinker Capital Investments
Pennsylvania
$714K +$127K +2,259 +22%
BIP
41
Blueprint Investment Partners
North Carolina
$690K +$684K +12,204 New
Truist Financial
42
Truist Financial
North Carolina
$617K +$611K +10,911 New
BAM
43
Baldrige Asset Management
Pennsylvania
$605K -$37K -660 -6%
SPC
44
Sigma Planning Corp
Michigan
$602K +$596K +10,643 New
TI
45
tru Independence
Oregon
$553K +$548K +9,784 New
Stifel Financial
46
Stifel Financial
Missouri
$538K +$72.4K +1,293 +16%
AssetMark Inc
47
AssetMark Inc
California
$468K +$248K +4,433 +115%
5L
48
55I LLC
Massachusetts
$426K +$422K +7,540 New
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$406K
CRWM
50
Castle Rock Wealth Management
California
$402K +$393K +7,015 New