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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Next Financial Group
Texas
$44K
BWL
152
Bogart Wealth LLC
Virginia
$38K +$37.7K +686 New
FPW
153
Flagship Private Wealth
Massachusetts
$36.6K +$110 +2 +0.3%
TWM
154
Tradition Wealth Management
Minnesota
$30K +$29.7K +540 New
FF
155
FourThought Financial
Florida
$24K
PAI
156
Pittenger & Anderson Inc
Nebraska
$24K
CIAS
157
Capital Investment Advisory Services
North Carolina
$20K
AF
158
Advisornet Financial
Minnesota
$19K +$10.9K +199 +136%
Citigroup
159
Citigroup
New York
$19K +$19.2K +350 New
SPIA
160
Steward Partners Investment Advisory
New York
$15K
CCM
161
Covington Capital Management
California
$9K
PP
162
Pacifica Partners
Canada
$7K
RBA
163
Richard Bernstein Advisors
New York
$6K +$5.71K +104 New
GM
164
GeoWealth Management
Illinois
$6K +$5.77K +105 New
BCM
165
Bourgeon Capital Management
Connecticut
$2K +$604 +11 +44%
CWA
166
Clearview Wealth Advisors
Oregon
$1K -$1.32K -24 -69%
CA
167
Crewe Advisors
Utah
$1K
FCA
168
FinTrust Capital Advisors
South Carolina
$1K
FFG
169
Ford Financial Group
California
$1K +$1.26K +23 New
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
-$2.45M -44,837 Closed
Jane Street
171
Jane Street
New York
-$1.08M -19,816 Closed
SPC
172
Sigma Planning Corp
Michigan
-$536K -9,793 Closed
TSS
173
Two Sigma Securities
New York
-$339K -6,195 Closed
FIG
174
FundX Investment Group
California
-$210K -3,845 Closed
ACM
175
Advisors Capital Management
New Jersey
-$206K -3,774 Closed