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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
201
Rockbridge Investment Management
New York
$162K +$34.9K +634 +28%
BAM
202
Belpointe Asset Management
Nevada
$145K +$144K +2,622 New
BWM
203
BerganKDV Wealth Management
Minnesota
$127K
Citigroup
204
Citigroup
New York
$124K +$105K +1,900 +543%
SWM
205
Sugarloaf Wealth Management
Georgia
$96K
SCA
206
Sandy Cove Advisors
Massachusetts
$95K +$94.9K +1,724 New
WFA
207
Wells Financial Advisors
Massachusetts
$84K
C
208
Covestor
United Kingdom
$82K +$81.6K +1,483 New
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$81K -$4.88M -88,629 -98%
AIP
210
Ameritas Investment Partners
Nebraska
$79K +$28.4K +517 +56%
HNB
211
Huntington National Bank
Ohio
$74K
4FG
212
4Thought Financial Group
New York
$70K +$935 +17 +1%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$56K +$3.85K +70 +7%
MA
214
MUFG Americas
New York
$55K +$11K +200 +25%
CA
215
CoreCap Advisors
Michigan
$55K +$55K +1,000 New
GC
216
Gould Capital
Washington
$44K +$43.5K +791 New
BWL
217
Bogart Wealth LLC
Virginia
$38K
FF
218
FourThought Financial
Florida
$25K -$605 -11 -2%
PAI
219
Pittenger & Anderson Inc
Nebraska
$25K +$1.38K +25 +6%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$25K +$24.7K +449 New
RA
221
Rise Advisors
New York
$24.5K +$24.4K +444 New
EFSCE
222
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$1.17M -21,326 -98%
CIAS
223
Capital Investment Advisory Services
North Carolina
$20K
US Bancorp
224
US Bancorp
Minnesota
$18K +$8.8K +160 +97%
GM
225
GeoWealth Management
Illinois
$7K -$3.63K -66 -36%