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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
151
TimeScale Financial
Massachusetts
$234K +$123K +2,214 +109%
DP
152
Denver PWM
Colorado
$231K +$3.34K +60 +1%
CPWM
153
Cardinal Point Wealth Management
California
$226K +$228K +4,100 New
KAS
154
Kestra Advisory Services
Texas
$225K +$227K +4,084 New
CF
155
Corrigan Financial
Rhode Island
$213K +$215K +3,861 New
SPC
156
Sigma Planning Corp
Michigan
$212K +$214K +3,837 New
MA
157
Mutual Advisors
Nebraska
$204K -$39.7K -714 -16%
IA
158
IFP Advisors
Florida
$204K +$15.1K +272 +8%
PAS
159
Park Avenue Securities
New York
$203K +$205K +3,688 New
FCIM
160
Fairview Capital Investment Management
California
$202K
APA
161
American Portfolios Advisors
New York
$179K +$127K +2,291 +241%
William Blair & Company
162
William Blair & Company
Illinois
$166K -$211K -3,797 -56%
AF
163
Advisornet Financial
Minnesota
$163K +$145K +2,604 +755%
Morgan Stanley
164
Morgan Stanley
New York
$158K
BW
165
Bison Wealth
Georgia
$156K +$8.9K +160 +6%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$147K +$8.63K +155 +6%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$128K +$130K +2,330 New
RIM
168
Rockbridge Investment Management
New York
$127K -$1.95K -35 -1%
BWM
169
BerganKDV Wealth Management
Minnesota
$127K
AIM
170
Acropolis Investment Management
Missouri
$124K
AF
171
Allworth Financial
California
$119K +$120K +2,153 New
SWM
172
Sugarloaf Wealth Management
Georgia
$96K
WFA
173
Wells Financial Advisors
Massachusetts
$84K
4FG
174
4Thought Financial Group
New York
$69K +$779 +14 +1%
FA
175
Flagstar Advisors
New York
$55K +$55.8K +1,003 New