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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
51
Parkside Advisors
California
$398K +$52.5K +937 +15%
PFA
52
Pure Financial Advisors
California
$395K +$391K +6,990 New
EH
53
Equitable Holdings
New York
$394K +$390K +6,961 New
WB
54
WesBanco Bank
West Virginia
$386K – – –
EPP
55
ETF Portfolio Partners
Kansas
$360K +$357K +6,370 New
SFA
56
Sequoia Financial Advisors
Ohio
$356K +$353K +6,299 New
SFO
57
Stokes Family Office
Louisiana
$350K +$347K +6,190 New
TIA
58
Traphagen Investment Advisors
New Jersey
$326K -$4.99K -89 -2%
TC
59
Trilogy Capital
California
$299K +$294K +5,254 New
PFGIA
60
Patriot Financial Group Insurance Agency
Massachusetts
$289K -$52.1K -931 -15%
EGWAG
61
Elwood & Goetz Wealth Advisory Group
Georgia
$286K +$78.6K +1,403 +38%
RA
62
RFG Advisory
Alabama
$279K +$34.6K +618 +14%
BC
63
Brio Consultants
California
$275K +$272K +4,865 New
PAS
64
Park Avenue Securities
New York
$263K +$260K +4,651 New
ATWA
65
Arbor Trust Wealth Advisors
Michigan
$246K – – –
CWM
66
Cranbrook Wealth Management
Michigan
$245K +$19.8K +354 +9%
RW
67
REDW Wealth
New Mexico
$244K +$7.45K +133 +3%
BIA
68
Bigelow Investment Advisors
Maine
$238K +$235K +4,200 New
JFA
69
JNBA Financial Advisors
Minnesota
$236K +$193K +3,440 +464%
FFN
70
Focus Financial Network
Minnesota
$212K +$210K +3,747 New
FCIM
71
Fairview Capital Investment Management
California
$207K – – –
WIA
72
World Investment Advisors
California
$204K -$43.3K -773 -18%
TAIM
73
TD Ameritrade Investment Management
Nebraska
$167K +$11K +197 +7%
TPWA
74
TRUE Private Wealth Advisors
Oregon
$142K – – –
AF
75
Advisornet Financial
Minnesota
$98K +$560 +10 +0.6%
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