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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
126
Invera Wealth Advisors
Oregon
$1.26M +$212K +4,566 +21%
HI
127
Harbour Investments
Wisconsin
$1.25M -$202K -4,360 -14%
TPCW
128
TD Private Client Wealth
New York
$1.24M +$45.6K +983 +4%
AL
129
Aspiriant LLC
California
$1.23M – – –
IWC
130
Integrated Wealth Concepts
Massachusetts
$1.22M -$123K -2,662 -9%
SA
131
Sanctuary Advisors
Indiana
$1.21M +$1.23M +26,453 New
RA
132
RFG Advisory
Alabama
$1.2M +$32.4K +699 +3%
BCI
133
Brinker Capital Investments
Pennsylvania
$1.18M -$55.7K -1,202 -5%
OPS
134
Orion Portfolio Solutions
Nebraska
$1.18M -$55.7K -1,202 -5%
PHIC
135
Pine Haven Investment Counsel
Massachusetts
$1.16M +$36.9K +797 +3%
CWM
136
Cranbrook Wealth Management
Michigan
$1.14M +$40.7K +877 +4%
NCM
137
Neumann Capital Management
California
$1.13M +$104K +2,250 +10%
BFP
138
Brewster Financial Planning
New York
$1.13M +$19K +410 +2%
CWM
139
Cornerstone Wealth Management
Missouri
$1.13M +$7.56K +163 +0.7%
CWM
140
Congress Wealth Management
Massachusetts
$1.11M +$28.3K +610 +3%
AWM
141
Aprio Wealth Management
Georgia
$1.1M +$28K +603 +3%
AWM
142
Axxcess Wealth Management
California
$1.1M +$37.9K +818 +4%
SCM
143
Stonehearth Capital Management
Massachusetts
$1.08M +$43.7K +942 +4%
SAG
144
SageView Advisory Group
California
$1.05M -$3.23M -69,726 Closed
GWM
145
Grand Wealth Management
Michigan
$1.02M -$2.22M -47,942 -69%
DAS
146
Diversify Advisory Services
Utah
$997K -$217K -4,690 -18%
VFA
147
Valeo Financial Advisors
Indiana
$987K -$5.52K -119 -0.6%
WFAG
148
Wescott Financial Advisory Group
Pennsylvania
$981K +$329K +7,093 +51%
G
149
GenTrust
Florida
$980K +$2.36K +51 +0.2%
DWA
150
Divergent Wealth Advisors
Utah
$974K -$46 -1 -0%
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