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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFP
176
Brewster Financial Planning
New York
$258K
CA
177
CGN Advisors
Kansas
$257K -$106K -2,000 -29%
LNC
178
Lincoln National Corp
Pennsylvania
$255K +$53 +1 +0%
BIA
179
Bigelow Investment Advisors
Maine
$253K
ICM
180
IMS Capital Management
Oregon
$249K
TWM
181
Tradition Wealth Management
Minnesota
$248K +$34.9K +659 +16%
AF
182
Advisornet Financial
Minnesota
$241K +$90.6K +1,710 +58%
UB
183
UMB Bank
Missouri
$236K
VHAM
184
Van Hulzen Asset Management
California
$233K +$239K +4,510 New
PFS
185
Prospera Financial Services
Texas
$232K +$42K +793 +21%
DC
186
Davenport & Co
Virginia
$231K +$237K +4,475 New
FCB
187
First Command Bank
Texas
$230K +$2.97K +56 +1%
FCFS
188
First Command Financial Services
Texas
$230K +$2.97K +56 +1%
WIA
189
World Investment Advisors
California
$226K
ATWA
190
Arbor Trust Wealth Advisors
Michigan
$224K
SFP
191
Sandbox Financial Partners
Maryland
$215K +$220K +4,155 New
VCP
192
Verus Capital Partners
Arizona
$212K +$218K +4,108 New
HIF
193
Hill Island Financial
Michigan
$206K +$211K +3,985 New
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$195K -$86.5K -1,632 -30%
GIA
195
Goodwin Investment Advisory
Georgia
$188K +$9.38K +177 +5%
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$181K +$30.1K +568 +19%
RIM
197
Rockbridge Investment Management
New York
$151K
BAM
198
Belpointe Asset Management
Nevada
$129K -$6.46K -122 -5%
Morgan Stanley
199
Morgan Stanley
New York
$127K -$62.7K -1,183 -33%
William Blair & Company
200
William Blair & Company
Illinois
$119K -$36.1K -681 -23%