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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
$342K
AssetMark Inc
152
AssetMark Inc
California
$333K +$2.81K +53 +0.8%
PA
153
PFG Advisors
Arizona
$333K +$342K +6,457 New
AIP
154
Ameritas Investment Partners
Nebraska
$332K +$264K +4,983 +344%
SP
155
Symmetry Partners
Connecticut
$330K +$12.2K +230 +4%
RWRC
156
R.W. Roge & Company
New York
$330K +$49.1K +926 +17%
DSN
157
D. Scott Neal
Kentucky
$325K +$334K +6,299 New
APA
158
American Portfolios Advisors
New York
$309K -$241K -4,554 -43%
OCM
159
One Capital Management
California
$304K +$102K +1,917 +48%
IA
160
IFP Advisors
Florida
$299K +$111K +2,091 +56%
DT
161
Diversified Trust
Tennessee
$297K
HHGA
162
Halbert Hargrove Global Advisors
California
$297K +$305K +5,756 New
CPWMP
163
Cardinal Point Wealth Management Partners
California
$292K
BA
164
Bristlecone Advisors
Washington
$290K +$90.4K +1,707 +44%
BSB
165
Bangor Savings Bank
Maine
$289K -$29.3K -554 -9%
TPWA
166
TRUE Private Wealth Advisors
Oregon
$288K
MLA
167
My Legacy Advisors
Oregon
$285K +$293K +5,528 New
OC
168
Oakworth Capital
Alabama
$283K
APA
169
Astoria Portfolio Advisors
New York
$281K +$288K +5,432 New
FWM
170
Fingerlakes Wealth Management
New York
$280K -$1.22K -23 -0.4%
ZF
171
Zhang Financial
Michigan
$273K +$77.2K +1,457 +38%
DP
172
Denver PWM
Colorado
$271K +$3.6K +68 +1%
BAM
173
Brave Asset Management
New Jersey
$267K -$593K -11,189 -68%
G
174
GenTrust
Florida
$263K +$212 +4 +0.1%
BDFN
175
Bond & Devick Financial Network
Minnesota
$258K -$65.7K -1,241 -20%