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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Cornerstone Wealth Management
Missouri
$1.02M -$328K -7,074 -24%
CA
127
Cetera Advisors
Colorado
$1.01M +$156K +3,354 +18%
FHB
128
First Hawaiian Bank
Hawaii
$991K -$65.8K -1,418 -6%
PHIC
129
Pine Haven Investment Counsel
Massachusetts
$968K +$3.02K +65 +0.3%
SCM
130
Stonehearth Capital Management
Massachusetts
$958K +$20.6K +443 +2%
DWA
131
Divergent Wealth Advisors
Utah
$946K -$1.52M -32,672 -61%
G
132
GenTrust
Florida
$946K -$34.1K -734 -3%
AWM
133
AE Wealth Management
Kansas
$943K +$78.2K +1,686 +9%
VFA
134
Valeo Financial Advisors
Indiana
$931K +$92.2K +1,987 +11%
EWA
135
EP Wealth Advisors
California
$929K +$160K +3,457 +20%
FFN
136
Focus Financial Network
Minnesota
$924K +$8.58K +185 +0.9%
SFA
137
Sequoia Financial Advisors
Ohio
$923K +$17.1K +369 +2%
CPRC
138
Consolidated Portfolio Review Corp
New York
$901K +$923K +19,888 New
ODIJL
139
One Day In July LLC
Vermont
$835K -$3.85K -83 -0.4%
SWA
140
Stratos Wealth Advisors
Ohio
$831K +$220K +4,743 +35%
WWA
141
WCG Wealth Advisors
Nevada
$820K +$132K +2,836 +19%
HI
142
Harbour Investments
Wisconsin
$814K +$36.4K +785 +5%
FF
143
Friedenthal Financial
New Jersey
$812K +$831K +17,917 New
WIA
144
World Investment Advisors
California
$804K +$315K +6,793 +62%
Stifel Financial
145
Stifel Financial
Missouri
$794K -$20.2K -435 -2%
SPIA
146
Steward Partners Investment Advisory
New York
$790K +$188K +4,060 +30%
TA
147
Tiedemann Advisors
New York
$787K -$89.4K -1,928 -10%
CL
148
Choreo LLC
Illinois
$783K +$200K +4,302 +33%
NCM
149
Neumann Capital Management
California
$746K +$94.9K +2,045 +14%
DADC
150
D.A. Davidson & Co
Montana
$736K +$80K +1,724 +12%