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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Cantor Fitzgerald
New York
$3.16M +$52.2K +1,121 +2%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$3.13M -$22.3K -479 -0.7%
BCWM
53
Bartlett & Co Wealth Management
Ohio
$2.97M -$103K -2,212 -3%
BC
54
Bartlett & Co
Ohio
$2.97M -$103K -2,212 -3%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.9M -$46.9K -1,007 -2%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$2.86M +$681K +14,608 +31%
RBA
57
Richard Bernstein Advisors
New York
$2.61M +$68.2K +1,464 +3%
RCS
58
Retirement Capital Strategies
California
$2.53M +$2.52M +54,183 New
TC
59
Trilogy Capital
California
$2.53M -$95.5K -2,050 -4%
RFA
60
RTD Financial Advisors
Pennsylvania
$2.51M +$298K +6,400 +14%
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$2.44M
CG
62
Colony Group
Massachusetts
$2.4M +$1.93M +41,437 +415%
GWM
63
Grand Wealth Management
Michigan
$2.37M +$244K +5,244 +12%
Mariner
64
Mariner
Kansas
$2.29M +$578K +12,402 +34%
CHP
65
Cable Hill Partners
Oregon
$2.29M +$68.5K +1,469 +3%
MWM
66
Mascoma Wealth Management
New Hampshire
$2.26M +$475K +10,187 +27%
LSAG
67
Lake Street Advisors Group
New Hampshire
$2.21M +$19.2K +411 +0.9%
BCM
68
Brookstone Capital Management
Illinois
$2.14M -$2.22M -47,568 -51%
RJT
69
Raymond James Trust
Florida
$2.08M -$90.7K -1,946 -4%
MML Investors Services
70
MML Investors Services
Massachusetts
$1.99M +$457K +9,801 +30%
CFG
71
Citizens Financial Group
Rhode Island
$1.93M +$1.21M +25,978 +170%
LRWA
72
Long Run Wealth Advisors
New York
$1.89M +$344K +7,383 +22%
OWA
73
One Wealth Advisors
California
$1.85M +$242K +5,194 +15%
Corient Private Wealth
74
Corient Private Wealth
Florida
$1.84M +$1.83M +39,368 New
EGWAG
75
Elwood & Goetz Wealth Advisory Group
Georgia
$1.81M +$74.6K +1,601 +4%