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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$965K +$541K +11,620 +129%
SCM
102
Stonehearth Capital Management
Massachusetts
$955K -$69.7K -1,496 -7%
MMA
103
Miracle Mile Advisors
California
$926K +$702K +15,062 +317%
TPCW
104
TD Private Client Wealth
New York
$921K -$199K -4,271 -18%
LFA
105
Legacy Financial Advisors
Kentucky
$918K -$19.6K -420 -2%
AWM
106
Aprio Wealth Management
Georgia
$903K +$656K +14,067 +268%
RSWM
107
Robertson Stephens Wealth Management
California
$886K +$883K +18,949 New
EWA
108
EP Wealth Advisors
California
$878K +$282K +6,055 +48%
ODIJL
109
One Day In July LLC
Vermont
$869K -$332K -7,121 -28%
SFA
110
Sequoia Financial Advisors
Ohio
$824K -$125K -2,681 -13%
BFA
111
Bluestem Financial Advisors
Illinois
$802K +$5.36K +115 +0.7%
PHIC
112
Pine Haven Investment Counsel
Massachusetts
$802K +$6.99K +150 +0.9%
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
$800K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$794K +$416K +8,926 +111%
CPWMP
115
Cardinal Point Wealth Management Partners
California
$781K +$548K +11,750 +237%
CPCM
116
Cardinal Point Capital Management
Ontario, Canada
$781K +$779K +16,710 New
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$767K +$45.5K +977 +7%
OPS
118
Orion Portfolio Solutions
Nebraska
$762K +$3.91K +84 +0.5%
OWM
119
Orgel Wealth Management
Wisconsin
$756K +$754K +16,182 New
LWMG
120
Levy Wealth Management Group
Pennsylvania
$750K +$20.6K +443 +3%
WFAG
121
Wescott Financial Advisory Group
Pennsylvania
$728K +$77K +1,653 +12%
HI
122
Harbour Investments
Wisconsin
$717K -$129K -2,760 -15%
OIA
123
OneDigital Investment Advisors
Kansas
$709K -$249K -5,334 -26%
DI
124
DFPG Investments
Utah
$707K +$687K +14,752 New
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$700K -$655K -14,053 -48%