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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cranbrook Wealth Management
Michigan
$864K +$337K +6,809 +63%
Stifel Financial
102
Stifel Financial
Missouri
$859K -$58.9K -1,189 -6%
CT
103
Cambridge Trust
Massachusetts
$852K -$1.47M -29,763 -63%
PHIC
104
Pine Haven Investment Counsel
Massachusetts
$842K -$19.8K -400 -2%
DHFB
105
Dixon Hubard Feinour & Brown
Virginia
$835K +$47.5K +959 +6%
SQA
106
Simon Quick Advisors
New Jersey
$795K +$795K +16,063 New
OPS
107
Orion Portfolio Solutions
Nebraska
$745K +$54.8K +1,106 +8%
PA
108
Parallel Advisors
California
$744K -$55.2K -1,115 -7%
HWMA
109
Heritage Wealth Management (Arizona)
Arizona
$744K -$118K -2,391 -14%
DADC
110
D.A. Davidson & Co
Montana
$697K +$296K +5,979 +72%
CSPIA
111
Cary Street Partners Investment Advisory
Virginia
$694K +$702K +14,181 New
ODIJL
112
One Day In July LLC
Vermont
$692K -$362K -7,317 -34%
TF
113
TimeScale Financial
Massachusetts
$684K +$1.53K +31 +0.2%
IFWM
114
Institute for Wealth Management
Colorado
$667K +$71.1K +1,437 +12%
FMN
115
Financial Management Network
California
$665K -$93.3K -1,884 -12%
AWM
116
Axxcess Wealth Management
California
$663K -$248K -5,011 -27%
EPP
117
ETF Portfolio Partners
Kansas
$660K +$495 +10 +0.1%
ASFA
118
All Season Financial Advisors
Colorado
$657K +$664K +13,415 New
WFAG
119
Wescott Financial Advisory Group
Pennsylvania
$653K +$130K +2,634 +25%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$651K +$659K +13,310 New
LWMG
121
Levy Wealth Management Group
Pennsylvania
$650K -$2.33K -47 -0.4%
ASN
122
Advisory Services Network
Georgia
$628K -$1.75M -35,356 -73%
SWG
123
Summit Wealth Group
Vermont
$615K +$28.6K +577 +5%
Mariner
124
Mariner
Kansas
$613K +$621K +12,542 New
HGWM
125
Harvest Group Wealth Management
Massachusetts
$606K -$5.64K -114 -0.9%