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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$826K +$10.9K +224 +1%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$795K +$143K +2,930 +21%
BFA
103
Bluestem Financial Advisors
Illinois
$791K +$465K +9,551 +127%
PHIC
104
Pine Haven Investment Counsel
Massachusetts
$790K -$9.74K -200 -1%
SWG
105
Summit Wealth Group
Vermont
$765K +$191K +3,911 +31%
OPS
106
Orion Portfolio Solutions
Nebraska
$753K +$48K +986 +6%
SQA
107
Simon Quick Advisors
New Jersey
$746K
Jones Financial Companies
108
Jones Financial Companies
Missouri
$736K +$202K +4,150 +35%
LWMG
109
Levy Wealth Management Group
Pennsylvania
$725K +$113K +2,314 +17%
CFG
110
Citizens Financial Group
Rhode Island
$712K +$275K +5,639 +58%
RA
111
RFG Advisory
Alabama
$709K -$279K -5,726 -27%
TC
112
Trust Company
Kansas
$706K +$237K +4,869 +47%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$691K -$4.3M -88,217 -85%
KL
114
KilterHowling LLC
Colorado
$685K -$184K -3,776 -20%
MNG
115
Manning & Napier Group
New York
$681K
IWC
116
Integrated Wealth Concepts
Massachusetts
$675K -$307K -6,298 -30%
SFS
117
Sowell Financial Services
Arkansas
$665K +$697K +14,311 New
DADC
118
D.A. Davidson & Co
Montana
$662K
HWMA
119
Heritage Wealth Management (Arizona)
Arizona
$652K -$56.6K -1,162 -8%
TF
120
TimeScale Financial
Massachusetts
$648K -$1.56K -32 -0.2%
WFAG
121
Wescott Financial Advisory Group
Pennsylvania
$646K +$28.4K +582 +4%
PA
122
Parallel Advisors
California
$644K -$65.9K -1,352 -9%
WP
123
WealthSource Partners
California
$629K +$196K +4,026 +42%
NYLIM
124
New York Life Investment Management
New York
$622K +$412K +8,451 +171%
EPP
125
ETF Portfolio Partners
Kansas
$619K -$7.31K -150 -1%