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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRI
176
NFP Retirement Inc
California
$992K -$367K -7,821 -27%
CA
177
Clearstead Advisors
Ohio
$976K +$317K +6,772 +49%
RA
178
RFG Advisory
Alabama
$976K +$147K +3,130 +18%
FF
179
Friedenthal Financial
New Jersey
$963K +$24.2K +517 +3%
ABWM
180
Alpine Bank Wealth Management
Colorado
$947K +$935K +19,947 New
AG
181
AlTi Global
New York
$927K – – –
EWA
182
EverSource Wealth Advisors
Alabama
$923K +$207K +4,418 +29%
MFG
183
Merit Financial Group
Georgia
$901K +$890K +18,978 New
LIA
184
LifePlan Investment Advisors
North Carolina
$896K +$336K +7,160 +61%
FFN
185
Focus Financial Network
Minnesota
$888K +$281K +6,005 +47%
AWM
186
Ariadne Wealth Management
California
$884K +$27.2K +580 +3%
LRIA
187
Leonard Rickey Investment Advisors
Washington
$879K -$3.84K -82 -0.4%
CPCM
188
Cardinal Point Capital Management
Ontario, Canada
$873K +$14.8K +315 +2%
AWM
189
Ameliora Wealth Management
Switzerland
$855K – – –
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$848K +$323K +6,884 +63%
DC
191
Davenport & Co
Virginia
$836K +$7.92K +169 +1%
OPWM
192
Oregon Pacific Wealth Management
Oregon
$824K +$188K +4,004 +30%
MOS
193
MGO One Seven
Ohio
$816K +$215K +4,597 +37%
GAM
194
Gould Asset Management
California
$812K +$87.5K +1,867 +12%
CPRC
195
Consolidated Portfolio Review Corp
New York
$804K -$23.7K -505 -3%
KL
196
KilterHowling LLC
Colorado
$798K -$45.4K -968 -5%
AG
197
Ascent Group
Virginia
$791K +$414K +8,842 +113%
TF
198
Theory Financial
Colorado
$785K +$189K +4,022 +32%
RIS
199
Retirement Income Solutions
Michigan
$777K +$33.1K +707 +4%
NCTC
200
New Covenant Trust Company
Indiana
$776K – – –