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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Congress Wealth Management
Massachusetts
$1.33M +$216K +4,601 +20%
SA
152
Sanctuary Advisors
Indiana
$1.33M -$391K -8,340 -23%
G
153
GenTrust
Florida
$1.33M +$285K +6,085 +28%
CWA
154
Crux Wealth Advisors
California
$1.33M +$193K +4,128 +17%
WFAG
155
Wescott Financial Advisory Group
Pennsylvania
$1.31M +$99.9K +2,131 +8%
Focus Partners Wealth
156
Focus Partners Wealth
Massachusetts
$1.31M -$250K -5,333 -16%
DAS
157
Diversify Advisory Services
Utah
$1.22M +$444K +9,467 +58%
VFA
158
Valeo Financial Advisors
Indiana
$1.19M +$147K +3,144 +14%
AWM
159
Aprio Wealth Management
Georgia
$1.18M +$43.3K +923 +4%
MA
160
Mutual Advisors
Nebraska
$1.15M -$366K -7,803 -24%
AL
161
Aspiriant LLC
California
$1.15M -$101K -2,154 -8%
CWM
162
Cornerstone Wealth Management
Missouri
$1.13M -$5.25K -112 -0.5%
SCM
163
Stonehearth Capital Management
Massachusetts
$1.13M -$59.2K -1,263 -5%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$1.11M -$241K -5,135 -18%
CFG
165
Citizens Financial Group
Rhode Island
$1.09M +$207K +4,407 +24%
IWC
166
Integrated Wealth Concepts
Massachusetts
$1.08M +$216K +4,608 +25%
AWM
167
Axxcess Wealth Management
California
$1.08M -$22.5K -480 -2%
GWM
168
Grand Wealth Management
Michigan
$1.05M -$4.83K -103 -0.5%
FFA
169
Farther Finance Advisors
California
$1.04M +$546K +11,647 +113%
VHAM
170
Van Hulzen Asset Management
California
$1.04M +$656 +14 +0.1%
TPCW
171
TD Private Client Wealth
New York
$1.03M -$283K -6,046 -22%
SP
172
Symmetry Partners
Connecticut
$1.03M – – –
PA
173
PFG Advisors
Arizona
$1.02M +$1.69K +36 +0.2%
P
174
&Partners
Tennessee
$1.02M +$268K +5,720 +37%
MWG
175
Martin Worley Group
Utah
$995K +$982K +20,959 New