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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Gould Asset Management
California
$363K -$953 -20 -0.3%
CFFP
202
Center for Financial Planning
Michigan
$363K +$124K +2,604 +53%
RFC
203
Regions Financial Corp
Alabama
$363K +$71.3K +1,496 +25%
DSN
204
D. Scott Neal
Kentucky
$359K
CS
205
Comerica Securities
Michigan
$350K +$334K +7,005 +2,538%
GW
206
GW & Wade
Massachusetts
$346K +$118K +2,484 +53%
US Bancorp
207
US Bancorp
Minnesota
$336K +$89.5K +1,880 +37%
DT
208
Diversified Trust
Tennessee
$334K
TSS
209
Two Sigma Securities
New York
$334K +$331K +6,944 New
BWL
210
Bogart Wealth LLC
Virginia
$333K +$297K +6,230 +886%
FI
211
Financial Insights
Washington
$332K
EWS
212
Evergreen Wealth Solutions
Pennsylvania
$329K -$136K -2,854 -29%
AF
213
Advisornet Financial
Minnesota
$327K +$78K +1,637 +32%
AIP
214
Ameritas Investment Partners
Nebraska
$326K -$1.05K -22 -0.3%
MGIA
215
Moneta Group Investment Advisors
Missouri
$321K +$9.96K +209 +3%
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$318K +$315K +6,622 New
CF
217
Corrigan Financial
Rhode Island
$315K -$119K -2,503 -28%
FAFN
218
First Affirmative Financial Network
Colorado
$315K -$4.67K -98 -1%
1WM
219
1900 Wealth Management
Texas
$314K
COCM
220
Charter Oak Capital Management
New Hampshire
$310K -$100K -2,100 -25%
Morgan Stanley
221
Morgan Stanley
New York
$303K +$58.4K +1,226 +24%
TIA
222
Traphagen Investment Advisors
New Jersey
$303K +$11.6K +243 +3%
WS
223
Wedbush Securities
California
$296K +$294K +6,166 New
TWM
224
Tradition Wealth Management
Minnesota
$285K +$15.4K +323 +6%
FPCP
225
Fort Point Capital Partners
California
$274K