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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
151
Consolidated Portfolio Review Corp
New York
$953K +$25.6K +545 +3%
PI
152
PFG Investments
New York
$953K +$953K +20,261 New
ODIJL
153
One Day In July LLC
Vermont
$933K +$65.4K +1,389 +8%
PSA
154
Plum Street Advisors
Louisiana
$901K +$193K +4,112 +29%
CI
155
CX Institutional
Indiana
$887K +$889K +18,884 New
FF
156
Friedenthal Financial
New Jersey
$866K +$22.5K +479 +3%
BWL
157
Bogart Wealth LLC
Virginia
$864K +$21.7K +461 +3%
DADC
158
D.A. Davidson & Co
Montana
$853K +$10.4K +220 +1%
SFA
159
Sequoia Financial Advisors
Ohio
$842K +$1.18K +25 +0.1%
NP
160
NorthRock Partners
Minnesota
$819K -$241K -5,115 -23%
Morgan Stanley
161
Morgan Stanley
New York
$809K +$512K +10,886 +173%
WA
162
Westfuller Advisors
New York
$805K +$805K +17,104 New
IAIM
163
International Assets Investment Management
Florida
$804K +$1.79K +38 +0.2%
TWM
164
Tradition Wealth Management
Minnesota
$803K +$25.4K +540 +3%
SWA
165
Stratos Wealth Advisors
Ohio
$788K -$66K -1,402 -8%
CL
166
Choreo LLC
Illinois
$782K -$44.9K -955 -5%
WIA
167
World Investment Advisors
California
$764K -$88.6K -1,882 -10%
NCTC
168
New Covenant Trust Company
Indiana
$764K +$764K +16,234 New
MGIA
169
Moneta Group Investment Advisors
Missouri
$756K -$8.19K -174 -1%
KL
170
KilterHowling LLC
Colorado
$741K -$19.8K -421 -3%
BRWA
171
B. Riley Wealth Advisors
Florida
$728K +$348K +7,397 +85%
PA
172
PFG Advisors
Arizona
$720K +$244K +5,194 +51%
LFA
173
Legacy Financial Advisors
Kentucky
$711K -$314K -6,669 -31%
AAS
174
Avantax Advisory Services
Texas
$707K -$35.3K -750 -5%
CPCM
175
Cardinal Point Capital Management
Ontario, Canada
$698K -$22.6K -480 -3%