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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BMD
101
Better Money Decisions
New Mexico
$762K +$81.9K +1,489 +12%
BWM
102
Baystate Wealth Management
Massachusetts
$752K +$34.4K +625 +5%
EPP
103
ETF Portfolio Partners
Kansas
$740K +$316K +5,742 +75%
SFA
104
Sequoia Financial Advisors
Ohio
$713K +$711K +12,918 New
B
105
Brightworth
Georgia
$696K +$47.3K +860 +7%
WSTAM
106
Wilbanks Smith & Thomas Asset Management
Virginia
$686K – – –
MNG
107
Manning & Napier Group
New York
$669K – – –
BC
108
Brio Consultants
California
$668K -$110 -2 -0%
OPS
109
Orion Portfolio Solutions
Nebraska
$658K -$73.1K -1,328 -10%
MAM
110
MMA Asset Management
Pennsylvania
$641K +$69.7K +1,267 +12%
SPA
111
Sentinel Pension Advisors
Massachusetts
$639K +$4.18K +76 +0.7%
CRI
112
Colonial River Investments
Virginia
$637K +$635K +11,541 New
SHWM
113
Silicon Hills Wealth Management
Texas
$633K +$214K +3,894 +51%
BBA
114
BLB&B Advisors
Pennsylvania
$626K +$53.1K +965 +9%
HFA
115
High Falls Advisors
New York
$625K +$623K +11,330 New
FAFN
116
First Affirmative Financial Network
Colorado
$622K -$34.9K -634 -5%
BBW
117
Blue Barn Wealth
Utah
$616K +$75.2K +1,367 +14%
SVWAG
118
Sound View Wealth Advisors Group
Georgia
$607K +$88.6K +1,610 +17%
SWG
119
Summit Wealth Group
Vermont
$601K +$599K +10,888 New
CW
120
CreativeOne Wealth
Kansas
$587K +$178K +3,243 +44%
APA
121
American Portfolios Advisors
New York
$581K +$401K +7,286 +225%
RFC
122
Regions Financial Corp
Alabama
$579K +$39.3K +714 +7%
IFWM
123
Institute for Wealth Management
Colorado
$579K +$577K +10,495 New
CB
124
Commerce Bank
Missouri
$569K +$567K +10,310 New
ST
125
Spinnaker Trust
Maine
$568K -$3.85K -70 -0.7%
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