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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$2.8M +$590K +10,716 +27%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.74M +$258K +4,688 +10%
ASN
53
Advisory Services Network
Georgia
$2.71M -$276K -5,023 -9%
EGWAG
54
Elwood & Goetz Wealth Advisory Group
Georgia
$2.7M +$663K +12,044 +33%
BPC
55
Banque Pictet & Cie
Switzerland
$2.53M +$2.53M +45,900 New
BAAM
56
Baker Avenue Asset Management
California
$2.46M +$107K +1,940 +5%
BPA
57
Beacon Pointe Advisors
California
$2.35M -$119K -2,156 -5%
ACA
58
Affinity Capital Advisors
California
$2.23M +$218K +3,970 +11%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$2.22M
CAN
60
Cetera Advisor Networks
California
$2.2M +$75.5K +1,372 +4%
QCM
61
Quest Capital Management
Texas
$2.19M
RJT
62
Raymond James Trust
Florida
$2.14M
RFA
63
RTD Financial Advisors
Pennsylvania
$2.1M +$2.1M +38,112 New
TC
64
Trilogy Capital
California
$2.1M +$47.3K +860 +2%
GWM
65
Grand Wealth Management
Michigan
$2.1M +$2.09M +37,955 New
LSAG
66
Lake Street Advisors Group
New Hampshire
$2.04M +$7.26K +132 +0.4%
CT
67
Cambridge Trust
Massachusetts
$1.98M +$658K +11,958 +50%
CHP
68
Cable Hill Partners
Oregon
$1.97M +$1.05M +19,099 +115%
PA
69
Parkside Advisors
California
$1.87M -$610K -11,089 -25%
FANJ
70
Financial Architects (New Jersey)
New Jersey
$1.86M +$252K +4,576 +16%
BAM
71
Baldrige Asset Management
Pennsylvania
$1.82M +$404K +7,343 +29%
RJA
72
Raymond James & Associates
Florida
$1.78M +$311K +5,648 +21%
FG
73
Foster Group
Iowa
$1.74M -$17.3K -315 -1%
MWM
74
Mascoma Wealth Management
New Hampshire
$1.69M +$610K +11,087 +57%
OWA
75
One Wealth Advisors
California
$1.62M +$934K +16,973 +137%