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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1WM
151
1900 Wealth Management
Texas
$365K
AssetMark Inc
152
AssetMark Inc
California
$353K +$2.04K +37 +0.6%
BDFN
153
Bond & Devick Financial Network
Minnesota
$344K
BSB
154
Bangor Savings Bank
Maine
$340K -$87.3K -1,587 -21%
SP
155
Symmetry Partners
Connecticut
$340K +$338K +6,151 New
SWM
156
Spire Wealth Management
Virginia
$338K +$99.9K +1,816 +42%
FPCP
157
Fort Point Capital Partners
California
$332K +$331K +6,011 New
CF
158
Corrigan Financial
Rhode Island
$329K +$116K +2,104 +54%
GW
159
GW & Wade
Massachusetts
$324K +$55 +1 +0%
TPWA
160
TRUE Private Wealth Advisors
Oregon
$320K +$320K +5,814 New
MMA
161
Miracle Mile Advisors
California
$319K +$318K +5,774 New
DT
162
Diversified Trust
Tennessee
$317K -$10.5K -190 -3%
CPWMP
163
Cardinal Point Wealth Management Partners
California
$312K +$311K +5,650 New
UL
164
Unionview LLC
Washington
$307K +$306K +5,554 New
MWM
165
Mission Wealth Management
California
$303K +$302K +5,494 New
OC
166
Oakworth Capital
Alabama
$302K
FWM
167
Fingerlakes Wealth Management
New York
$299K +$300K +5,451 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$298K +$169K +3,080 +132%
RWRC
169
R.W. Roge & Company
New York
$295K +$1.26K +23 +0.4%
DP
170
Denver PWM
Colorado
$284K +$55.8K +1,014 +24%
V
171
Veritable
Delaware
$276K
BFP
172
Brewster Financial Planning
New York
$276K +$275K +4,994 New
G
173
GenTrust
Florida
$274K +$440 +8 +0.2%
LNC
174
Lincoln National Corp
Pennsylvania
$272K +$34.9K +634 +15%
BIA
175
Bigelow Investment Advisors
Maine
$271K -$34.1K -620 -11%