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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$258K +$17.6K +377 +7%
OC
202
Oakworth Capital
Alabama
$256K
DP
203
Denver PWM
Colorado
$254K +$5.13K +110 +2%
PA
204
PFG Advisors
Arizona
$249K -$29.8K -640 -11%
BFP
205
Brewster Financial Planning
New York
$243K +$9.32K +200 +4%
AF
206
Advisornet Financial
Minnesota
$241K +$186 +4 +0.1%
US Bancorp
207
US Bancorp
Minnesota
$239K +$190K +4,070 +393%
FWP
208
Falcon Wealth Planning
California
$237K +$237K +5,078 New
Morgan Stanley
209
Morgan Stanley
New York
$237K -$15.6K -334 -6%
SWM
210
Spire Wealth Management
Virginia
$236K -$25.2K -540 -10%
KMWM
211
Keudell/Morrison Wealth Management
Oregon
$234K +$233K +5,000 New
CFFP
212
Center for Financial Planning
Michigan
$232K +$231K +4,957 New
BA
213
Bristlecone Advisors
Washington
$227K -$21K -450 -8%
ICM
214
IMS Capital Management
Oregon
$225K
OCM
215
One Capital Management
California
$224K +$9.32K +200 +4%
GW
216
GW & Wade
Massachusetts
$220K -$130K -2,795 -37%
V
217
Veritable
Delaware
$218K -$102K -2,190 -32%
TA
218
Tiedemann Advisors
New York
$217K +$216K +4,637 New
OWM
219
Opes Wealth Management
California
$217K +$12.1K +260 +6%
GM
220
GeoWealth Management
Illinois
$216K +$206K +4,410 +2,080%
UB
221
UMB Bank
Missouri
$214K
KAS
222
Kestra Advisory Services
Texas
$213K -$4.71K -101 -2%
FCB
223
First Command Bank
Texas
$212K
FCFS
224
First Command Financial Services
Texas
$212K
FWM
225
Fingerlakes Wealth Management
New York
$212K -$28.8K -619 -12%