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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFC
176
Regions Financial Corp
Alabama
$278K +$281K +5,672 New
LGWM
177
Litman Gregory Wealth Management
California
$276K +$279K +5,632 New
SWM
178
Spire Wealth Management
Virginia
$273K -$66.3K -1,340 -19%
BSB
179
Bangor Savings Bank
Maine
$273K -$1.19K -24 -0.4%
SFP
180
Sandbox Financial Partners
Maryland
$273K +$70.9K +1,431 +34%
APA
181
Astoria Portfolio Advisors
New York
$272K +$6.04K +122 +2%
BA
182
Bristlecone Advisors
Washington
$270K -$5.69K -115 -2%
OC
183
Oakworth Capital
Alabama
$268K
CIAS
184
CFS Investment Advisory Services
New Jersey
$260K +$263K +5,304 New
DP
185
Denver PWM
Colorado
$259K -$1.39K -28 -0.5%
ZF
186
Zhang Financial
Michigan
$258K
CPWMP
187
Cardinal Point Wealth Management Partners
California
$257K -$19.8K -400 -7%
FWM
188
Fingerlakes Wealth Management
New York
$257K -$8.96K -181 -3%
VHAM
189
Van Hulzen Asset Management
California
$253K +$32.7K +660 +15%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$249K +$65.2K +1,316 +35%
D
191
Dentgroup
Louisiana
$248K +$251K +5,077 New
G
192
GenTrust
Florida
$245K -$4.55K -92 -2%
RWRC
193
R.W. Roge & Company
New York
$244K -$70.4K -1,421 -22%
BFP
194
Brewster Financial Planning
New York
$244K
FPAS
195
Focus Partners Advisor Solutions
Missouri
$244K +$246K +4,975 New
NYLIM
196
New York Life Investment Management
New York
$242K -$912K -18,428 -79%
CA
197
CGN Advisors
Kansas
$240K -$3.52K -71 -1%
TWM
198
Tradition Wealth Management
Minnesota
$240K +$5K +101 +2%
BIA
199
Bigelow Investment Advisors
Maine
$237K -$3.27K -66 -1%
ICM
200
IMS Capital Management
Oregon
$236K