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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
126
Farther Finance Advisors
California
$2.38M +$558K +11,615 +30%
GEM
127
Global Endowment Management
North Carolina
$2.38M +$80.8K +1,680 +4%
BFP
128
Brewster Financial Planning
New York
$2.33M +$256K +5,334 +12%
PWM
129
Perigon Wealth Management
California
$2.24M +$503K +10,459 +29%
PA
130
Planning Alternatives
Michigan
$2.24M +$246K +5,117 +12%
AL
131
Aspiriant LLC
California
$2.2M +$1.05M +21,809 +90%
GM
132
GeoWealth Management
Illinois
$2.2M +$155K +3,223 +8%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$2.2M +$1.39M +28,880 +169%
CFFP
134
Center for Financial Planning
Michigan
$2.17M +$62K +1,290 +3%
AIA
135
Ally Invest Advisors
North Carolina
$2.12M +$176K +3,670 +9%
CFIA
136
Cantor Fitzgerald Investment Advisors
New York
$2.11M -$73.2K -1,523 -3%
BWG
137
Beta Wealth Group
California
$2.1M +$5.63K +117 +0.3%
BCM
138
Brookstone Capital Management
Illinois
$2.07M +$161K +3,349 +8%
IWA
139
Invera Wealth Advisors
Oregon
$2.03M -$7.79K -162 -0.4%
FPCP
140
Fort Point Capital Partners
California
$2.02M +$26.3K +548 +1%
BAAM
141
Baker Avenue Asset Management
California
$2M +$290K +6,023 +17%
BWL
142
Bogart Wealth LLC
Virginia
$1.97M -$7.59K -158 -0.4%
PHIC
143
Pine Haven Investment Counsel
Massachusetts
$1.97M +$195K +4,050 +11%
MOS
144
MGO One Seven
Ohio
$1.97M +$1.27M +26,321 +178%
GI
145
Gradient Investments
Minnesota
$1.92M -$22.5K -468 -1%
FPFC
146
Financial Planning Fort Collins
Colorado
$1.92M +$1.93M +40,091 New
TWP
147
Tempus Wealth Planning
California
$1.91M +$39K +811 +2%
MGIA
148
Moneta Group Investment Advisors
Missouri
$1.91M +$257K +5,342 +15%
WWA
149
Wingate Wealth Advisors
Massachusetts
$1.84M +$24.3K +506 +1%
WFAG
150
Wescott Financial Advisory Group
Pennsylvania
$1.81M +$94.2K +1,960 +5%