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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMA
201
Miracle Mile Advisors
California
$236K +$239K +4,826 New
LNC
202
Lincoln National Corp
Pennsylvania
$231K -$9.65K -195 -4%
AF
203
Advisornet Financial
Minnesota
$228K
UB
204
UMB Bank
Missouri
$224K
HWM
205
Horizons Wealth Management
North Carolina
$224K +$224K +4,526 New
FCB
206
First Command Bank
Texas
$222K +$3.96K +80 +2%
FCFS
207
First Command Financial Services
Texas
$222K +$3.96K +80 +2%
WIA
208
World Investment Advisors
California
$220K +$644 +13 +0.3%
DC
209
Davenport & Co
Virginia
$219K
BTI
210
Blue Trust Inc
Georgia
$219K +$210K +4,245 New
SMFG
211
Sumitomo Mitsui Financial Group
Japan
$215K -$134K -2,712 -38%
Morgan Stanley
212
Morgan Stanley
New York
$214K +$95K +1,919 +78%
UCFA
213
United Capital Financial Advisors
Texas
$214K +$216K +4,369 New
OWM
214
Opes Wealth Management
California
$214K +$216K +4,372 New
ATWA
215
Arbor Trust Wealth Advisors
Michigan
$213K
OIA
216
OneDigital Investment Advisors
Kansas
$208K +$211K +4,257 New
KAS
217
Kestra Advisory Services
Texas
$205K +$207K +4,190 New
PTC
218
Private Trust Company
Ohio
$175K +$177K +3,570 New
RIM
219
Rockbridge Investment Management
New York
$132K -$12.1K -245 -8%
William Blair & Company
220
William Blair & Company
Illinois
$113K +$198 +4 +0.2%
SC
221
Stephens Consulting
Michigan
$112K +$114K +2,295 New
AssetMark Inc
222
AssetMark Inc
California
$111K -$207K -4,180 -65%
APA
223
American Portfolios Advisors
New York
$107K -$187K -3,781 -63%
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$106K -$65.9K -1,331 -38%
GRP
225
Global Retirement Partners
California
$99K -$1.19K -24 -1%