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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRI
151
NFP Retirement Inc
California
$974K
Prudential Financial
152
Prudential Financial
New Jersey
$955K -$50.7K -1,093 -5%
FF
153
Friedenthal Financial
New Jersey
$897K +$39K +841 +5%
LRIA
154
Leonard Rickey Investment Advisors
Washington
$883K +$878K +18,946 New
CPRC
155
Consolidated Portfolio Review Corp
New York
$880K -$63.6K -1,373 -7%
DADC
156
D.A. Davidson & Co
Montana
$862K +$16.3K +351 +2%
RIS
157
Retirement Income Solutions
Michigan
$842K -$527K -11,366 -39%
SWA
158
Stratos Wealth Advisors
Ohio
$841K +$59.8K +1,289 +8%
AWM
159
Ameliora Wealth Management
Switzerland
$839K +$339K +7,317 +68%
WWA
160
WCG Wealth Advisors
Nevada
$838K -$195K -4,196 -19%
PWM
161
Perigon Wealth Management
California
$834K +$311K +6,719 +60%
MGIA
162
Moneta Group Investment Advisors
Missouri
$821K +$72K +1,554 +10%
TWM
163
Tradition Wealth Management
Minnesota
$797K +$1.3K +28 +0.2%
PA
164
PFG Advisors
Arizona
$789K +$76K +1,639 +11%
CI
165
CX Institutional
Indiana
$787K -$92.6K -1,998 -11%
PSA
166
Plum Street Advisors
Louisiana
$786K -$77.3K -1,668 -9%
NCTC
167
New Covenant Trust Company
Indiana
$764K
CL
168
Choreo LLC
Illinois
$763K -$4.36K -94 -0.6%
Franklin Resources
169
Franklin Resources
California
$761K -$1.82M -39,172 -71%
IAIM
170
International Assets Investment Management
Florida
$755K -$48.6K -1,049 -6%
CHP
171
Cable Hill Partners
Oregon
$752K -$335K -7,229 -31%
KL
172
KilterHowling LLC
Colorado
$742K +$7.79K +168 +1%
WIA
173
World Investment Advisors
California
$738K -$18.2K -392 -2%
AAS
174
Avantax Advisory Services
Texas
$734K +$33.7K +728 +5%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$700K +$122K +2,642 +21%