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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Clearstead Advisors
Ohio
$641K
VCP
202
Verus Capital Partners
Arizona
$632K +$56K +1,185 +10%
SWA
203
Stratos Wealth Advisors
Ohio
$624K +$6K +127 +1%
OPWM
204
Oregon Pacific Wealth Management
Oregon
$620K +$631K +13,354 New
Lido Advisors
205
Lido Advisors
California
$618K +$91.2K +1,930 +17%
TC
206
TownSquare Capital
Utah
$599K +$290K +6,132 +91%
FFN
207
Focus Financial Network
Minnesota
$589K +$231K +4,898 +63%
VW
208
Veridan Wealth
Oregon
$589K +$597K +12,643 New
AFA
209
Arlington Financial Advisors
California
$586K +$596K +12,609 New
MOS
210
MGO One Seven
Ohio
$584K +$19.4K +410 +3%
TF
211
Theory Financial
Colorado
$581K +$591K +12,502 New
FWP
212
Falcon Wealth Planning
California
$578K +$46.6K +986 +9%
AIP
213
Ameritas Investment Partners
Nebraska
$573K +$20.5K +433 +4%
CB
214
Commerce Bank
Missouri
$561K
SYBT
215
Stock Yards Bank & Trust
Kentucky
$558K +$14.4K +305 +3%
T
216
TrueFG
Texas
$551K +$25.1K +531 +5%
LIA
217
LifePlan Investment Advisors
North Carolina
$544K +$206K +4,354 +59%
EFG
218
Elios Financial Group
Ohio
$543K +$29.7K +628 +6%
RCS
219
Retirement Capital Strategies
California
$543K -$2.08M -44,074 -79%
BWM
220
Benchmark Wealth Management
Connecticut
$540K +$21.2K +448 +4%
SHWM
221
Smith & Howard Wealth Management
Georgia
$538K
CW
222
CreativeOne Wealth
Kansas
$532K -$47.3K -1,002 -8%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$510K +$518K +10,975 New
APW
224
Austin Private Wealth
Texas
$500K -$6.47K -137 -1%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$486K -$48.6K -1,028 -9%