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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
126
Acropolis Investment Management
Missouri
$111K +$113K +2,035 New
TF
127
TimeScale Financial
Massachusetts
$110K +$13.1K +236 +13%
APA
128
American Portfolios Advisors
New York
$94.2K -$543K -9,803 -85%
SWM
129
Sugarloaf Wealth Management
Georgia
$74K +$45.3K +817 +60%
WFA
130
Wells Financial Advisors
Massachusetts
$67K
4FG
131
4Thought Financial Group
New York
$65K +$66.1K +1,192 New
SFPG
132
Stonebridge Financial Planning Group
Florida
$59K +$9.7K +175 +19%
SWG
133
Summit Wealth Group
Vermont
$58K +$59K +1,065 New
SFS
134
Sowell Financial Services
Arkansas
$54K +$5.71K +103 +12%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$52K +$52.8K +953 New
AIP
136
Ameritas Investment Partners
Nebraska
$51K +$28.8K +520 +121%
NFG
137
Next Financial Group
Texas
$44K -$59.1K -1,066 -57%
GSAM
138
Grant Street Asset Management
Pennsylvania
$38K +$55 +1 +0.1%
FPW
139
Flagship Private Wealth
Massachusetts
$35.8K +$55 +1 +0.2%
PAI
140
Pittenger & Anderson Inc
Nebraska
$24K +$4.05K +73 +20%
FF
141
FourThought Financial
Florida
$23K
AIC
142
Ameritas Investment Company
Nebraska
$21.1K +$21.4K +386 New
CIAS
143
Capital Investment Advisory Services
North Carolina
$20K +$10.7K +193 +118%
RWG
144
Regal Wealth Group
California
$16K
SPIA
145
Steward Partners Investment Advisory
New York
$14.8K +$499 +9 +3%
FCM
146
Firestone Capital Management
Florida
$10K
CCM
147
Covington Capital Management
California
$9K +$8.87K +160 New
AF
148
Advisornet Financial
Minnesota
$8K
PP
149
Pacifica Partners
Canada
$7K
Wells Fargo
150
Wells Fargo
California
$6K +$5.99K +108 +10,800%