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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHIC
126
Pine Haven Investment Counsel
Massachusetts
$849K +$23.8K +500 +3%
BFA
127
Bluestem Financial Advisors
Illinois
$828K +$2.95K +62 +0.4%
CSPIA
128
Cary Street Partners Investment Advisory
Virginia
$822K
Stifel Financial
129
Stifel Financial
Missouri
$809K -$254K -5,327 -24%
HPM
130
Hoxton Planning & Management
West Virginia
$807K +$800K +16,787 New
Principal Financial Group
131
Principal Financial Group
Iowa
$782K +$775K +16,265 New
WIA
132
World Investment Advisors
California
$775K +$556K +11,672 +262%
OWM
133
Orgel Wealth Management
Wisconsin
$771K -$6.57K -138 -0.9%
KL
134
KilterHowling LLC
Colorado
$764K +$72K +1,512 +11%
CA
135
Cetera Advisors
Colorado
$761K +$754K +15,839 New
CW
136
CreativeOne Wealth
Kansas
$754K +$250K +5,249 +50%
DPI
137
Diversified Portfolios Inc
Michigan
$743K +$93K +1,952 +14%
CPCM
138
Cardinal Point Capital Management
Ontario, Canada
$725K -$76.9K -1,615 -10%
CPWMP
139
Cardinal Point Wealth Management Partners
California
$725K -$76.9K -1,615 -10%
AWM
140
Aprio Wealth Management
Georgia
$712K -$214K -4,493 -23%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$710K -$9.67K -203 -1%
CG
142
Colony Group
Massachusetts
$708K -$1.75M -36,688 -71%
DI
143
DFPG Investments
Utah
$706K -$2.52K -53 -0.4%
EC
144
Estate Counselors
Wisconsin
$691K
BWM
145
Benchmark Wealth Management
Connecticut
$688K +$269K +5,654 +65%
DADC
146
D.A. Davidson & Co
Montana
$685K
SHGA
147
Sand Hill Global Advisors
California
$676K +$11.5K +241 +2%
TC
148
Trust Company
Kansas
$675K -$20.7K -434 -3%
ST
149
Spinnaker Trust
Maine
$670K +$36.8K +773 +6%
HI
150
Harbour Investments
Wisconsin
$668K -$68.4K -1,437 -9%