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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
201
Advisornet Financial
Minnesota
$412K +$91.8K +1,926 +28%
FWP
202
Falcon Wealth Planning
California
$408K +$174K +3,659 +73%
FPCP
203
Fort Point Capital Partners
California
$392K +$124K +2,603 +46%
WA
204
Wealth Alliance
New York
$387K -$138K -2,889 -26%
SFG
205
SNS Financial Group
Minnesota
$374K -$43.3K -909 -10%
BBW
206
Blue Barn Wealth
Utah
$370K -$73.5K -1,543 -16%
GAM
207
Gould Asset Management
California
$365K +$7.86K +165 +2%
CS
208
Comerica Securities
Michigan
$363K +$20.1K +421 +6%
COCM
209
Charter Oak Capital Management
New Hampshire
$362K +$58.4K +1,225 +19%
AIM
210
Acropolis Investment Management
Missouri
$357K +$223K +4,675 +161%
RFC
211
Regions Financial Corp
Alabama
$352K -$4.24K -89 -1%
BRWA
212
B. Riley Wealth Advisors
Florida
$351K -$20K -419 -5%
FI
213
Financial Insights
Washington
$349K +$23.2K +486 +7%
LIA
214
LifePlan Investment Advisors
North Carolina
$342K +$346K +7,260 New
ASN
215
Advisory Services Network
Georgia
$339K -$59.1K -1,241 -15%
SWPG
216
Strategic Wealth Partners Group
Illinois
$337K +$151K +3,169 +79%
GW
217
GW & Wade
Massachusetts
$336K -$3.43K -72 -1%
1WM
218
1900 Wealth Management
Texas
$330K +$13.3K +280 +4%
DT
219
Diversified Trust
Tennessee
$328K – – –
AIP
220
Ameritas Investment Partners
Nebraska
$324K +$4K +84 +1%
BWL
221
Bogart Wealth LLC
Virginia
$314K -$12.8K -269 -4%
AG
222
Ascent Group
Virginia
$296K +$39.2K +823 +15%
WS
223
Wedbush Securities
California
$291K – – –
CF
224
Corrigan Financial
Rhode Island
$289K -$20.9K -438 -7%
SAG
225
SageView Advisory Group
California
$285K +$288K +6,043 New
7 8
9
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