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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
151
Simon Quick Advisors
New Jersey
$506K -$244K -5,231 -33%
PAS
152
Park Avenue Securities
New York
$502K +$89.8K +1,927 +22%
RW
153
REDW Wealth
New Mexico
$502K +$22.1K +474 +5%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$495K +$261K +5,597 +112%
SVWAG
155
Sound View Wealth Advisors Group
Georgia
$490K -$32K -687 -6%
CW
156
CreativeOne Wealth
Kansas
$488K +$13.8K +296 +3%
EPP
157
ETF Portfolio Partners
Kansas
$483K -$140K -3,006 -23%
OBWG
158
Onyx Bridge Wealth Group
New York
$475K -$28.3K -608 -6%
SPW
159
Sonoma Private Wealth
California
$471K +$470K +10,079 New
CAN
160
Cetera Advisor Networks
California
$467K +$465K +9,986 New
FFA
161
First Foundation Advisors
California
$461K +$459K +9,857 New
EWS
162
Evergreen Wealth Solutions
Pennsylvania
$453K +$25.8K +554 +6%
NCM
163
Neumann Capital Management
California
$452K +$109K +2,330 +32%
BBW
164
Blue Barn Wealth
Utah
$447K -$99K -2,125 -18%
T
165
TrueFG
Texas
$439K +$233 +5 +0.1%
RWRC
166
R.W. Roge & Company
New York
$436K +$204K +4,373 +88%
LFA
167
LGT Financial Advisors
Texas
$436K +$434K +9,323 New
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
$429K -$24.4K -523 -5%
TFCP
169
Twin Focus Capital Partners
Massachusetts
$425K +$424K +9,100 New
SC
170
Stephens Consulting
Michigan
$424K +$316K +6,775 +295%
CF
171
Corrigan Financial
Rhode Island
$424K +$35.7K +766 +9%
BWM
172
Benchmark Wealth Management
Connecticut
$407K +$405K +8,699 New
VCP
173
Verus Capital Partners
Arizona
$406K -$3.5K -75 -0.9%
COCM
174
Charter Oak Capital Management
New Hampshire
$400K -$869K -18,647 -69%
SFG
175
SNS Financial Group
Minnesota
$386K +$24.5K +525 +7%