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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
101
Sentinel Pension Advisors
Massachusetts
$2.75M +$64K +1,366 +2%
TC
102
Trilogy Capital
California
$2.74M -$189K -4,025 -7%
SPIA
103
Steward Partners Investment Advisory
New York
$2.68M -$976K -20,832 -27%
GI
104
Gradient Investments
Minnesota
$2.61M -$197K -4,199 -7%
MCWS
105
McKinley Carter Wealth Services
West Virginia
$2.61M +$2.57M +54,884 New
Stifel Financial
106
Stifel Financial
Missouri
$2.55M +$175K +3,743 +7%
EWA
107
EP Wealth Advisors
California
$2.53M -$149K -3,175 -6%
EFM
108
Eley Financial Management
Vermont
$2.53M +$119K +2,537 +5%
CFIA
109
Cantor Fitzgerald Investment Advisors
New York
$2.41M -$416K -8,885 -15%
WA
110
Wealth Architects
California
$2.41M +$487K +10,390 +26%
MWM
111
Modera Wealth Management
New Jersey
$2.4M +$22K +470 +0.9%
FWIA
112
Fort Washington Investment Advisors
Ohio
$2.39M -$1.21M -25,790 -34%
ICCON
113
Investment Counsel Company of Nevada
Nevada
$2.32M +$14.5K +309 +0.6%
Corient Private Wealth
114
Corient Private Wealth
Florida
$2.25M -$295K -6,284 -12%
CFFP
115
Center for Financial Planning
Michigan
$2.21M +$101K +2,150 +5%
RCS
116
Retirement Capital Strategies
California
$2.16M +$1.58M +33,737 +289%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$2.12M +$591K +12,605 +39%
FG
118
Foster Group
Iowa
$2.1M +$19.7K +421 +1%
BFP
119
Brewster Financial Planning
New York
$2.06M +$25.3K +540 +1%
PA
120
Planning Alternatives
Michigan
$2.05M +$416K +8,869 +26%
BMD
121
Better Money Decisions
New Mexico
$2.05M +$164K +3,509 +9%
MCFP
122
Mallini Complete Financial Planning
Florida
$2M -$601K -12,832 -23%
AIA
123
Ally Invest Advisors
North Carolina
$1.97M -$67K -1,430 -3%
FPCP
124
Fort Point Capital Partners
California
$1.94M +$8.58K +183 +0.4%
BWL
125
Bogart Wealth LLC
Virginia
$1.93M -$984 -21 -0.1%