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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
26
Elwood & Goetz Wealth Advisory Group
Georgia
$6.42M +$3.99M +75,272 +154%
AF
27
Allworth Financial
California
$6.27M +$1.02M +19,315 +19%
Osaic Holdings
28
Osaic Holdings
Arizona
$6.15M -$386K -7,284 -9%
Creative Planning
29
Creative Planning
Kansas
$6.07M +$400K +7,559 +7%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$5.93M +$410K +7,731 +7%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$5.33M +$5.22M +98,585 +2,269%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$5.07M +$368K +6,944 +8%
AI
33
Accredited Investors
Minnesota
$5.06M +$340K +6,409 +7%
SA
34
Stewardship Advisors
Pennsylvania
$5.03M -$2.15M -40,560 -29%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$4.9M +$43.7K +825 +0.9%
UBS Group
36
UBS Group
Switzerland
$4.82M +$416K +7,844 +9%
SC
37
Savant Capital
Illinois
$4.74M +$255K +4,805 +6%
Truist Financial
38
Truist Financial
North Carolina
$4.47M +$962K +18,163 +27%
5L
39
55I LLC
Massachusetts
$4.47M +$1.43M +26,979 +45%
EWA
40
EP Wealth Advisors
California
$4.45M +$4.37M +82,460 +2,193%
Wealthfront Advisers
41
Wealthfront Advisers
California
$4.11M +$1.13M +21,251 +36%
HighTower Advisors
42
HighTower Advisors
Illinois
$4.02M +$809K +15,264 +24%
Wells Fargo
43
Wells Fargo
California
$3.77M +$3.09M +58,263 +394%
CFIA
44
Cantor Fitzgerald Investment Advisors
New York
$3.67M +$622K +11,742 +20%
DAS
45
Dynamic Advisor Solutions
Arizona
$3.67M +$1.08M +20,318 +40%
AWA
46
Alaska Wealth Advisors
Alaska
$3.42M +$95.5K +1,803 +3%
BC
47
Bartlett & Co
Ohio
$3.3M +$196K +3,709 +6%
BCWM
48
Bartlett & Co Wealth Management
Ohio
$3.3M +$196K +3,709 +6%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.93M +$369K +6,958 +14%
RCS
50
Retirement Capital Strategies
California
$2.88M -$131K -2,466 -4%