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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
76
Gradient Investments
Minnesota
$2.5M -$126K -2,716 -5%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$2.48M +$760K +16,377 +43%
WP
78
WealthSource Partners
California
$2.45M +$174K +3,751 +7%
Jane Street
79
Jane Street
New York
$2.41M -$18.1M -390,228 -88%
BDFN
80
Bond & Devick Financial Network
Minnesota
$2.41M +$128K +2,762 +5%
GWM
81
Grand Wealth Management
Michigan
$2.33M +$21.3K +459 +0.9%
SWG
82
Summit Wealth Group
Vermont
$2.28M -$6.59K -142 -0.3%
PA
83
Parkside Advisors
California
$2.25M -$235K -5,076 -9%
LNWWM
84
Laird Norton Wetherby Wealth Management
California
$2.25M
EGWAG
85
Elwood & Goetz Wealth Advisory Group
Georgia
$2.24M +$119K +2,573 +5%
Corient Private Wealth
86
Corient Private Wealth
Florida
$2.14M +$9.74K +210 +0.4%
CHP
87
Cable Hill Partners
Oregon
$2.14M -$290K -6,247 -12%
EH
88
Equitable Holdings
New York
$2.1M +$486K +10,472 +29%
LSAG
89
Lake Street Advisors Group
New Hampshire
$2.07M +$17.9K +385 +0.8%
RJT
90
Raymond James Trust
Florida
$2.01M -$1.16K -25 -0.1%
JFA
91
JNBA Financial Advisors
Minnesota
$1.98M +$324K +6,991 +19%
MWM
92
Modera Wealth Management
New Jersey
$1.95M -$16.1K -348 -0.8%
AssetMark Inc
93
AssetMark Inc
California
$1.9M +$368K +7,927 +23%
Prudential Financial
94
Prudential Financial
New Jersey
$1.86M -$61.3K -1,321 -3%
BC
95
Brio Consultants
California
$1.84M +$522K +11,246 +38%
LRWA
96
Long Run Wealth Advisors
New York
$1.82M -$3.57K -77 -0.2%
BCM
97
Brookstone Capital Management
Illinois
$1.78M -$6.36K -137 -0.3%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$1.74M +$160K +3,454 +10%
ASN
99
Advisory Services Network
Georgia
$1.71M +$1.42M +30,618 +426%
OIA
100
OneDigital Investment Advisors
Kansas
$1.65M +$444K +9,561 +36%