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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
126
First Command Financial Services
Texas
$243K -$6.48K -118 -3%
WIA
127
World Investment Advisors
California
$242K +$240K +4,378 New
ATWA
128
Arbor Trust Wealth Advisors
Michigan
$240K
DP
129
Denver PWM
Colorado
$228K +$227K +4,129 New
CFG
130
Cooper Financial Group
California
$222K
SWG
131
Summit Wealth Group
Vermont
$220K +$159K +2,904 +273%
OC
132
Oakworth Capital
Alabama
$213K +$212K +3,859 New
COCM
133
Charter Oak Capital Management
New Hampshire
$210K +$70.3K +1,280 +51%
FCIM
134
Fairview Capital Investment Management
California
$203K
IA
135
IFP Advisors
Florida
$189K
Morgan Stanley
136
Morgan Stanley
New York
$159K +$27.6K +503 +21%
BW
137
Bison Wealth
Georgia
$148K +$147K +2,670 New
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$139K -$92.3K -1,681 -40%
RIM
139
Rockbridge Investment Management
New York
$129K +$15.3K +278 +13%
BWM
140
BerganKDV Wealth Management
Minnesota
$128K
AIM
141
Acropolis Investment Management
Missouri
$125K +$12.4K +226 +11%
TF
142
TimeScale Financial
Massachusetts
$112K +$275 +5 +0.2%
SWM
143
Sugarloaf Wealth Management
Georgia
$97K -$23.6K -430 -20%
WFA
144
Wells Financial Advisors
Massachusetts
$84K +$16.5K +300 +25%
4FG
145
4Thought Financial Group
New York
$69K +$2.75K +50 +4%
SWM
146
Spire Wealth Management
Virginia
$60K +$59.3K +1,080 New
APA
147
American Portfolios Advisors
New York
$52.6K -$42.3K -771 -45%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$52K +$110 +2 +0.2%
AIP
149
Ameritas Investment Partners
Nebraska
$51K -$1.1K -20 -2%
Wells Fargo
150
Wells Fargo
California
$49K +$42.8K +780 +716%