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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$728K +$400K +8,630 +116%
SAG
152
SageView Advisory Group
California
$714K +$450K +9,708 +161%
BWL
153
Bogart Wealth LLC
Virginia
$711K +$419K +9,027 +135%
DPI
154
Diversified Portfolios Inc
Michigan
$703K -$23.4K -504 -3%
KL
155
KilterHowling LLC
Colorado
$703K -$3.62K -78 -0.5%
CPCM
156
Cardinal Point Capital Management
Ontario, Canada
$694K – – –
TWM
157
Tradition Wealth Management
Minnesota
$689K +$20.6K +443 +3%
MMA
158
Miracle Mile Advisors
California
$688K – – –
CW
159
CreativeOne Wealth
Kansas
$687K +$39.6K +853 +6%
WFAG
160
Wescott Financial Advisory Group
Pennsylvania
$680K +$162K +3,495 +30%
AAS
161
Avantax Advisory Services
Texas
$677K +$82K +1,768 +13%
OWM
162
Orgel Wealth Management
Wisconsin
$668K -$56.7K -1,222 -8%
MGIA
163
Moneta Group Investment Advisors
Missouri
$661K +$403K +8,685 +147%
EPP
164
ETF Portfolio Partners
Kansas
$659K +$75.2K +1,622 +13%
APW
165
Austin Private Wealth
Texas
$658K +$75.3K +1,623 +13%
IFWM
166
Institute for Wealth Management
Colorado
$655K -$30.5K -658 -4%
ST
167
Spinnaker Trust
Maine
$649K +$23.9K +516 +4%
EC
168
Estate Counselors
Wisconsin
$646K – – –
MNG
169
Manning & Napier Group
New York
$617K – – –
PA
170
Parallel Advisors
California
$614K +$93.8K +2,022 +18%
WA
171
Wealth Alliance
New York
$612K +$247K +5,322 +65%
AWM
172
Axxcess Wealth Management
California
$594K +$23.8K +514 +4%
WSTAM
173
Wilbanks Smith & Thomas Asset Management
Virginia
$577K +$150K +3,239 +34%
SFP
174
Sandbox Financial Partners
Maryland
$576K +$139K +2,986 +31%
WA
175
Wealthstream Advisors
New York
$573K – – –
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