We are live on ! Find out more
EAGG icon

iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
176
Wescott Financial Advisory Group
Pennsylvania
$725K +$8.56K +187 +1%
APW
177
Austin Private Wealth
Texas
$710K +$15.8K +345 +2%
ST
178
Spinnaker Trust
Maine
$706K +$21.5K +469 +3%
EPP
179
ETF Portfolio Partners
Kansas
$697K +$1.74K +38 +0.3%
MOS
180
MGO One Seven
Ohio
$689K +$661K +14,434 New
PSA
181
Plum Street Advisors
Louisiana
$689K +$661K +14,425 New
T
182
TCWP
Ohio
$687K +$132K +2,881 +25%
EC
183
Estate Counselors
Wisconsin
$680K
WA
184
Wealth Architects
California
$671K +$644K +14,059 New
SFP
185
Sandbox Financial Partners
Maryland
$667K +$57.6K +1,258 +10%
TC
186
Trust Company
Kansas
$664K +$112K +2,452 +21%
WT
187
Whittier Trust
California
$663K +$636K +13,883 New
MPW
188
MA Private Wealth
California
$660K +$633K +13,824 New
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$637K +$65.6K +1,432 +12%
CW
190
CreativeOne Wealth
Kansas
$633K -$87.3K -1,907 -13%
MNG
191
Manning & Napier Group
New York
$632K
GW
192
GW & Wade
Massachusetts
$627K +$102K +2,223 +20%
IFWM
193
Institute for Wealth Management
Colorado
$609K -$77.4K -1,690 -12%
WSTAM
194
Wilbanks Smith & Thomas Asset Management
Virginia
$608K
WA
195
Wealthstream Advisors
New York
$604K -$412 -9 -0.1%
VCP
196
Verus Capital Partners
Arizona
$589K +$107K +2,341 +23%
COCM
197
Charter Oak Capital Management
New Hampshire
$571K +$56.4K +1,231 +11%
VNA
198
Valley National Advisers
Pennsylvania
$569K +$37K +809 +7%
SYBT
199
Stock Yards Bank & Trust
Kentucky
$559K +$245K +5,352 +84%
SHWM
200
Smith & Howard Wealth Management
Georgia
$553K +$208K +4,543 +65%