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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRI
201
NFP Retirement Inc
California
$982K – – –
DWM
202
Diversify Wealth Management
Utah
$981K +$153K +3,221 +18%
DAS
203
Diversify Advisory Services
Utah
$981K +$993K +20,959 New
GWP
204
Gateway Wealth Partners
Wisconsin
$979K -$641K -13,529 -40%
ST
205
Spinnaker Trust
Maine
$943K -$11.7K -246 -1%
KPWS
206
Kestra Private Wealth Services
Texas
$934K +$192K +4,052 +26%
PA
207
Parallel Advisors
California
$934K +$204K +4,311 +28%
LWA
208
Lifelong Wealth Advisors
Minnesota
$933K +$130K +2,741 +16%
TW
209
Traveka Wealth
California
$927K +$268K +5,655 +41%
HPM
210
Hoxton Planning & Management
West Virginia
$921K +$254K +5,367 +38%
GWMR
211
GC Wealth Management RIA
Massachusetts
$915K +$13.8K +292 +2%
AG
212
AlTi Global
New York
$898K – – –
VCP
213
Verus Capital Partners
Arizona
$896K +$4.12K +87 +0.5%
G
214
GenTrust
Florida
$877K +$3.32K +70 +0.4%
CAG
215
Crestwood Advisors Group
Massachusetts
$866K +$616 +13 +0.1%
FWP
216
Falcon Wealth Planning
California
$857K -$181K -3,824 -17%
BBA
217
BLB&B Advisors
Pennsylvania
$849K +$55.1K +1,163 +7%
EPW
218
Endeavor Private Wealth
Kansas
$842K +$75.1K +1,584 +10%
SYBT
219
Stock Yards Bank & Trust
Kentucky
$841K +$87.2K +1,840 +12%
SFG
220
SNS Financial Group
Minnesota
$831K +$421K +8,880 +103%
AFG
221
Atomi Financial Group
New York
$803K +$2.23K +47 +0.3%
GAM
222
Gould Asset Management
California
$801K -$7.82K -165 -1%
WETS
223
Wealth Enhancement Trust Services
South Dakota
$786K +$8.96K +189 +1%
FF
224
Friedenthal Financial
New Jersey
$783K +$6.4K +135 +0.8%
CW
225
CreativeOne Wealth
Kansas
$782K +$174K +3,681 +29%