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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MNG
101
Manning & Napier Group
New York
$787K
B
102
Brightworth
Georgia
$759K +$111K +2,086 +17%
OPS
103
Orion Portfolio Solutions
Nebraska
$729K +$116K +2,194 +18%
TF
104
TimeScale Financial
Massachusetts
$720K +$1.48K +28 +0.2%
EPP
105
ETF Portfolio Partners
Kansas
$696K +$3.02K +57 +0.4%
LWMG
106
Levy Wealth Management Group
Pennsylvania
$689K +$297K +5,610 +73%
BCI
107
Brinker Capital Investments
Pennsylvania
$685K -$64.5K -1,218 -8%
WWM
108
Western Wealth Management
Colorado
$674K +$314K +5,933 +83%
SPA
109
Sentinel Pension Advisors
Massachusetts
$670K +$73.7K +1,392 +12%
COCM
110
Charter Oak Capital Management
New Hampshire
$657K +$303K +5,718 +82%
BMD
111
Better Money Decisions
New Mexico
$652K -$63.3K -1,194 -9%
WA
112
Wealthstream Advisors
New York
$643K +$223K +4,217 +51%
HGWM
113
Harvest Group Wealth Management
Massachusetts
$630K -$819K -15,469 -56%
IFWM
114
Institute for Wealth Management
Colorado
$629K +$89.7K +1,694 +16%
ST
115
Spinnaker Trust
Maine
$623K +$93.8K +1,771 +17%
SWG
116
Summit Wealth Group
Vermont
$619K +$58.6K +1,107 +10%
TIA
117
Traphagen Investment Advisors
New Jersey
$598K +$48.2K +909 +18%
FAFN
118
First Affirmative Financial Network
Colorado
$596K +$14.5K +273 +2%
BBW
119
Blue Barn Wealth
Utah
$576K
LNWWM
120
Laird Norton Wetherby Wealth Management
California
$576K +$591K +11,153 New
MAM
121
MMA Asset Management
Pennsylvania
$575K +$2.86K +54 +0.5%
BBA
122
BLB&B Advisors
Pennsylvania
$574K -$11.9K -224 -2%
TC
123
Trust Company
Kansas
$574K +$589K +11,123 New
SVWAG
124
Sound View Wealth Advisors Group
Georgia
$565K -$2.91K -55 -0.5%
CWM
125
Cranbrook Wealth Management
Michigan
$560K +$35.4K +669 +7%