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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$406K +$49.7K +882 +14%
M&T Bank
77
M&T Bank
New York
$401K -$30.1K -534 -7%
AAP
78
Arax Advisory Partners
Colorado
$391K
AssetMark Inc
79
AssetMark Inc
California
$367K
JFA
80
JNBA Financial Advisors
Minnesota
$352K +$115K +2,043 +49%
EPP
81
ETF Portfolio Partners
Kansas
$351K +$958 +17 +0.3%
BDFN
82
Bond & Devick Financial Network
Minnesota
$351K +$350K +6,212 New
BC
83
Brio Consultants
California
$335K -$3.55K -63 -1%
WP
84
WealthSource Partners
California
$325K -$921K -16,342 -74%
CL
85
CPWM LLC
Washington
$320K +$106K +1,887 +50%
CWM
86
Cranbrook Wealth Management
Michigan
$315K +$46.9K +832 +18%
DT
87
Diversified Trust
Tennessee
$295K +$295K +5,225 New
GW
88
GW & Wade
Massachusetts
$278K +$277K +4,919 New
RW
89
REDW Wealth
New Mexico
$272K +$5.64K +100 +2%
BIA
90
Bigelow Investment Advisors
Maine
$270K +$23.1K +410 +9%
CIAS
91
CFS Investment Advisory Services
New Jersey
$265K +$265K +4,695 New
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$258K -$70.2K -1,246 -21%
BBA
93
BLB&B Advisors
Pennsylvania
$255K +$26.7K +473 +12%
KeyBank National Association
94
KeyBank National Association
Ohio
$255K +$254K +4,503 New
ATWA
95
Arbor Trust Wealth Advisors
Michigan
$246K
G
96
GenTrust
Florida
$246K +$245K +4,348 New
V
97
Veritable
Delaware
$240K
CFG
98
Cooper Financial Group
California
$231K -$12.4K -220 -5%
T
99
TrueFG
Texas
$229K +$229K +4,056 New
MNG
100
Manning & Napier Group
New York
$219K