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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
151
Asset Dedication LLC
California
$6K +$6.04K +109 New
HI
152
Human Investing
Oregon
$4K +$55 +1 +1%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$4K +$3.66K +66 New
CWA
154
Clearview Wealth Advisors
Oregon
$2K – – –
BCM
155
Bourgeon Capital Management
Connecticut
$1K – – –
CA
156
Crewe Advisors
Utah
$1K – – –
FCA
157
FinTrust Capital Advisors
South Carolina
$1K – – –
RWB
158
RMR Wealth Builders
New Jersey
$1K +$831 +15 New
FI
159
FormulaFolio Investments
Michigan
– -$3.85M -68,020 Closed
VHAM
160
Van Hulzen Asset Management
California
– -$1M -17,755 Closed
TI
161
tru Independence
Oregon
– -$553K -9,784 Closed
AFAS
162
Acorn Financial Advisory Services
Virginia
– -$441K -7,801 Closed
BA
163
Bluesphere Advisors
Pennsylvania
– -$420K -7,444 Closed
WP
164
WealthSource Partners
California
– -$325K -5,749 Closed
DP
165
Denver PWM
Colorado
– -$213K -3,761 Closed
FFA
166
First Foundation Advisors
California
– -$207K -3,662 Closed
RCAG
167
Rehmann Capital Advisory Group
Michigan
– -$202K -3,580 Closed
TPWA
168
TRUE Private Wealth Advisors
Oregon
– -$142K -2,518 Closed
IA
169
IFS Advisors
Kansas
– -$59K -1,051 Closed
BWA
170
Burt Wealth Advisors
Maryland
– -$2K -44 Closed
GWMIA
171
Global Wealth Management Investment Advisory
Florida
– +$55 +1 New