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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
151
Divergent Wealth Advisors
Utah
$1.02M
NRI
152
NFP Retirement Inc
California
$1.02M
SAG
153
SageView Advisory Group
California
$998K +$984K +20,547 New
FF
154
Friedenthal Financial
New Jersey
$946K +$10.8K +226 +1%
PWM
155
Perigon Wealth Management
California
$935K +$65.3K +1,365 +8%
AG
156
AlTi Global
New York
$921K -$743K -15,530 -45%
MGIA
157
Moneta Group Investment Advisors
Missouri
$920K +$62.9K +1,314 +7%
PA
158
Parallel Advisors
California
$920K -$1M -20,914 -52%
LRIA
159
Leonard Rickey Investment Advisors
Washington
$911K -$9.48K -198 -1%
PSA
160
Plum Street Advisors
Louisiana
$901K +$79.8K +1,668 +10%
DADC
161
D.A. Davidson & Co
Montana
$898K
CPRC
162
Consolidated Portfolio Review Corp
New York
$886K -$31.6K -660 -3%
AWM
163
Ameliora Wealth Management
Switzerland
$875K
RIS
164
Retirement Income Solutions
Michigan
$873K -$5.65K -118 -0.7%
TWM
165
Tradition Wealth Management
Minnesota
$844K +$12.5K +262 +2%
CI
166
CX Institutional
Indiana
$832K +$11.1K +231 +1%
PA
167
PFG Advisors
Arizona
$831K +$8.38K +175 +1%
KL
168
KilterHowling LLC
Colorado
$829K +$54K +1,128 +7%
WWA
169
WCG Wealth Advisors
Nevada
$824K -$48.4K -1,012 -6%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$822K +$90.1K +1,883 +13%
AAS
171
Avantax Advisory Services
Texas
$805K +$38.9K +812 +5%
CL
172
Choreo LLC
Illinois
$803K -$2.49K -52 -0.3%
NCTC
173
New Covenant Trust Company
Indiana
$798K +$7.47K +156 +1%
CPCM
174
Cardinal Point Capital Management
Ontario, Canada
$791K +$127K +2,650 +19%
VHAM
175
Van Hulzen Asset Management
California
$763K +$202K +4,226 +37%