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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
176
Davenport & Co
Virginia
$810K +$141K +2,994 +21%
RA
177
RFG Advisory
Alabama
$810K -$383K -8,111 -32%
DE
178
Diversified Enterprises
Delaware
$807K +$229K +4,850 +39%
WWA
179
WCG Wealth Advisors
Nevada
$792K +$4.16K +88 +0.5%
Franklin Resources
180
Franklin Resources
California
$764K +$108K +2,290 +16%
NCTC
181
New Covenant Trust Company
Indiana
$762K – – –
RIS
182
Retirement Income Solutions
Michigan
$760K -$75.4K -1,597 -9%
DAS
183
Diversify Advisory Services
Utah
$745K -$500K -10,583 -40%
GM
184
GeoWealth Management
Illinois
$736K +$389K +8,242 +108%
TWM
185
Tradition Wealth Management
Minnesota
$735K -$72.8K -1,542 -9%
P
186
&Partners
Tennessee
$719K +$357K +7,557 +95%
DADC
187
D.A. Davidson & Co
Montana
$718K -$143K -3,022 -16%
IAIM
188
International Assets Investment Management
Florida
$710K +$721K +15,273 New
GAM
189
Gould Asset Management
California
$708K +$150K +3,170 +26%
CL
190
Choreo LLC
Illinois
$707K -$58.9K -1,246 -8%
ACA
191
Aptus Capital Advisors
Alabama
$706K -$3.83K -81 -0.5%
AB
192
ANB Bank
Colorado
$699K +$711K +15,058 New
EWA
193
EverSource Wealth Advisors
Alabama
$698K +$36.1K +764 +5%
KAS
194
Kestra Advisory Services
Texas
$697K +$47.4K +1,004 +7%
TC
195
Trust Company
Kansas
$697K +$58.3K +1,234 +9%
PPA
196
Painted Porch Advisors
California
$694K +$2.65K +56 +0.4%
ST
197
Spinnaker Trust
Maine
$675K -$29.9K -634 -4%
NCM
198
Novare Capital Management
North Carolina
$675K – – –
UB
199
UMB Bank
Missouri
$673K -$985K -20,859 -59%
WA
200
Wealthstream Advisors
New York
$653K +$30K +636 +5%