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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRIA
51
Balanced Rock Investment Advisors
Massachusetts
$8M +$390K +8,310 +5%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.6M +$4.29M +91,429 +133%
Morgan Stanley
53
Morgan Stanley
New York
$7.21M -$4.17M -88,930 -37%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$6.86M +$599K +12,778 +10%
MWM
55
Mascoma Wealth Management
New Hampshire
$6.8M -$914K -19,501 -12%
HighTower Advisors
56
HighTower Advisors
Illinois
$6.73M -$125K -2,676 -2%
AWA
57
Alaska Wealth Advisors
Alaska
$6.03M -$35.8K -764 -0.6%
RSWM
58
Robertson Stephens Wealth Management
California
$5.97M +$617K +13,168 +12%
US Bancorp
59
US Bancorp
Minnesota
$5.96M +$1.1M +23,573 +23%
NL
60
NEPC LLC
Massachusetts
$5.9M -$1.25M -26,750 -18%
Wealthfront Advisers
61
Wealthfront Advisers
California
$5.82M -$791K -16,883 -12%
BFA
62
Bluestem Financial Advisors
Illinois
$5.8M +$122K +2,609 +2%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$5.8M +$5.52M +117,704 +2,639%
OWA
64
One Wealth Advisors
California
$5.68M +$610K +13,022 +12%
Jane Street
65
Jane Street
New York
$5.66M +$5.59M +119,157 New
WIA
66
World Investment Advisors
California
$5.41M -$3.45M -73,686 -39%
SHGA
67
Sand Hill Global Advisors
California
$5.21M +$360K +7,684 +8%
SA
68
Stewardship Advisors
Pennsylvania
$5.14M +$3.47M +73,998 +216%
AWS
69
Atria Wealth Solutions
New York
$4.97M +$1.34M +28,632 +38%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$4.59M +$900K +19,210 +25%
Osaic Holdings
71
Osaic Holdings
Arizona
$4.56M -$5.06M -108,034 -53%
EI
72
eCIO Inc
Wisconsin
$4.47M +$4.41M +94,142 New
SRWM
73
Shira Ridge Wealth Management
California
$4.36M -$483K -10,297 -10%
RFA
74
RTD Financial Advisors
Pennsylvania
$4.23M +$1.25M +26,757 +43%
HGWM
75
Horst & Graben Wealth Management
Oregon
$4.19M +$1.16M +24,643 +39%