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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$4.47M +$623K +13,084 +16%
HighTower Advisors
52
HighTower Advisors
Illinois
$4.23M -$42.5K -892 -1%
PP
53
Prudential plc
United Kingdom
$4.2M -$524K -11,000 -11%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$4M +$456K +9,566 +13%
Creative Planning
55
Creative Planning
Kansas
$3.81M +$427K +8,964 +12%
APW
56
Atlantic Private Wealth
North Carolina
$3.76M +$278K +5,839 +8%
OFG
57
Omega Financial Group
California
$3.59M -$85K -1,783 -2%
BPA
58
Beacon Pointe Advisors
California
$3.5M +$1.01M +21,145 +40%
OMC
59
Old Mission Capital
Illinois
$3.46M +$3.02M +63,325 +626%
AWS
60
Atria Wealth Solutions
New York
$3.41M +$52.8K +1,108 +2%
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.28M +$43.4K +911 +1%
RBA
62
Richard Bernstein Advisors
New York
$3.17M -$88.5K -1,858 -3%
BC
63
Bartlett & Co
Ohio
$2.95M -$48.9K -1,027 -2%
BCWM
64
Bartlett & Co Wealth Management
Ohio
$2.95M -$48.9K -1,027 -2%
TC
65
Trilogy Capital
California
$2.75M +$124K +2,599 +5%
GI
66
Gradient Investments
Minnesota
$2.73M +$1.37M +28,716 +98%
CT
67
Cambridge Trust
Massachusetts
$2.7M -$86.3K -1,812 -3%
RFA
68
RTD Financial Advisors
Pennsylvania
$2.61M -$49.6K -1,042 -2%
PA
69
Parkside Advisors
California
$2.58M +$179K +3,763 +7%
DWA
70
Divergent Wealth Advisors
Utah
$2.53M -$1.17M -24,647 -32%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$2.52M +$1.07M +22,473 +72%
CHP
72
Cable Hill Partners
Oregon
$2.52M +$73.5K +1,543 +3%
HGWM
73
Horst & Graben Wealth Management
Oregon
$2.46M +$442K +9,281 +22%
GWM
74
Grand Wealth Management
Michigan
$2.41M +$57.4K +1,205 +2%
SA
75
Stewardship Advisors
Pennsylvania
$2.38M +$73.5K +1,542 +3%