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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
51
Bartlett & Co Wealth Management
Ohio
$3.05M +$66.9K +1,373 +2%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.93M +$402K +8,246 +15%
TC
53
Trilogy Capital
California
$2.61M +$66.7K +1,369 +3%
RBA
54
Richard Bernstein Advisors
New York
$2.53M +$1.34M +27,534 +102%
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$2.42M +$1.4M +28,740 +122%
GI
56
Gradient Investments
Minnesota
$2.3M +$2.41M +49,453 New
PA
57
Parkside Advisors
California
$2.23M +$137K +2,818 +6%
CHP
58
Cable Hill Partners
Oregon
$2.21M +$122K +2,498 +6%
RFA
59
RTD Financial Advisors
Pennsylvania
$2.19M -$143K -2,945 -6%
LSAG
60
Lake Street Advisors Group
New Hampshire
$2.18M +$172K +3,524 +8%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$2.16M -$50.6K -1,039 -2%
RJT
62
Raymond James Trust
Florida
$2.15M +$22.5K +461 +1%
GWM
63
Grand Wealth Management
Michigan
$2.11M +$259K +5,314 +13%
BPA
64
Beacon Pointe Advisors
California
$1.79M +$306K +6,282 +19%
MWM
65
Mascoma Wealth Management
New Hampshire
$1.77M +$83.5K +1,714 +5%
EGWAG
66
Elwood & Goetz Wealth Advisory Group
Georgia
$1.73M -$104K -2,140 -5%
Mariner
67
Mariner
Kansas
$1.7M +$1.18M +24,143 +192%
FG
68
Foster Group
Iowa
$1.62M +$30.3K +622 +2%
OWA
69
One Wealth Advisors
California
$1.59M -$4.68M -96,030 -74%
BAM
70
Baldrige Asset Management
Pennsylvania
$1.55M +$372K +7,631 +30%
LRWA
71
Long Run Wealth Advisors
New York
$1.54M +$78K +1,600 +5%
MML Investors Services
72
MML Investors Services
Massachusetts
$1.53M +$274K +5,620 +21%
SHGA
73
Sand Hill Global Advisors
California
$1.49M +$1.57M +32,170 New
JFA
74
JNBA Financial Advisors
Minnesota
$1.4M +$221K +4,529 +18%
HWM
75
Hemington Wealth Management
Virginia
$1.37M -$522K -10,720 -27%