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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
201
Diversify Advisory Services
Utah
$981K +$993K +20,959 New
GWP
202
Gateway Wealth Partners
Wisconsin
$979K -$641K -13,529 -40%
ST
203
Spinnaker Trust
Maine
$943K -$11.7K -246 -1%
KPWS
204
Kestra Private Wealth Services
Texas
$934K +$192K +4,052 +26%
PA
205
Parallel Advisors
California
$934K +$204K +4,311 +28%
LWA
206
Lifelong Wealth Advisors
Minnesota
$933K +$130K +2,741 +16%
TW
207
Traveka Wealth
California
$927K +$268K +5,655 +41%
HPM
208
Hoxton Planning & Management
West Virginia
$921K +$254K +5,367 +38%
GWMR
209
GC Wealth Management RIA
Massachusetts
$915K +$13.8K +292 +2%
AG
210
AlTi Global
New York
$898K – – –
VCP
211
Verus Capital Partners
Arizona
$896K +$4.12K +87 +0.5%
G
212
GenTrust
Florida
$877K +$3.32K +70 +0.4%
CAG
213
Crestwood Advisors Group
Massachusetts
$866K +$616 +13 +0.1%
FWP
214
Falcon Wealth Planning
California
$857K -$181K -3,824 -17%
BBA
215
BLB&B Advisors
Pennsylvania
$849K +$55.1K +1,163 +7%
EPW
216
Endeavor Private Wealth
Kansas
$842K +$75.1K +1,584 +10%
SYBT
217
Stock Yards Bank & Trust
Kentucky
$841K +$87.2K +1,840 +12%
SFG
218
SNS Financial Group
Minnesota
$831K +$421K +8,880 +103%
AFG
219
Atomi Financial Group
New York
$803K +$2.23K +47 +0.3%
GAM
220
Gould Asset Management
California
$801K -$7.82K -165 -1%
WETS
221
Wealth Enhancement Trust Services
South Dakota
$786K +$8.96K +189 +1%
FF
222
Friedenthal Financial
New Jersey
$783K +$6.4K +135 +0.8%
CW
223
CreativeOne Wealth
Kansas
$782K +$174K +3,681 +29%
TC
224
Trust Company
Kansas
$781K -$2.04K -43 -0.3%
AMG
225
APS Management Group
California
$769K +$24.5K +516 +3%
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