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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
176
Rede Wealth
Virginia
$372K -$110K -2,358 -23%
SHWM
177
Smith & Howard Wealth Management
Georgia
$366K +$365K +7,825 New
DC
178
Davenport & Co
Virginia
$365K +$155K +3,332 +74%
BFM
179
Boston Financial Management
Massachusetts
$364K
GAM
180
Gould Asset Management
California
$354K +$353K +7,583 New
AIM
181
Acropolis Investment Management
Missouri
$353K
DSN
182
D. Scott Neal
Kentucky
$350K
IA
183
IFP Advisors
Florida
$341K -$4.24K -91 -1%
DT
184
Diversified Trust
Tennessee
$325K +$23.3K +500 +8%
FI
185
Financial Insights
Washington
$323K +$322K +6,913 New
AIP
186
Ameritas Investment Partners
Nebraska
$318K -$2.38K -51 -0.7%
1WM
187
1900 Wealth Management
Texas
$314K +$2.56K +55 +0.8%
MGIA
188
Moneta Group Investment Advisors
Missouri
$312K +$302K +6,476 New
RPSA
189
Richard P. Slaughter Associates
Texas
$311K +$24.4K +524 +9%
RCAG
190
Rehmann Capital Advisory Group
Michigan
$311K +$310K +6,646 New
FAFN
191
First Affirmative Financial Network
Colorado
$311K -$125K -2,675 -29%
SFP
192
Sandbox Financial Partners
Maryland
$296K -$16.8K -361 -5%
TIA
193
Traphagen Investment Advisors
New Jersey
$285K +$69.9K +1,500 +21%
RFC
194
Regions Financial Corp
Alabama
$284K -$5.83K -125 -2%
ASN
195
Advisory Services Network
Georgia
$278K -$169K -3,623 -38%
AIA
196
Ally Invest Advisors
North Carolina
$276K +$276K +5,915 New
FPCP
197
Fort Point Capital Partners
California
$267K
TWM
198
Tradition Wealth Management
Minnesota
$263K +$33.3K +714 +15%
TPWA
199
TRUE Private Wealth Advisors
Oregon
$263K -$8.9K -191 -3%
BSB
200
Bangor Savings Bank
Maine
$260K