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iShares ESG Aware US Aggregate Bond ETF
EAGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PGFG
201
Pine Grove Financial Group
Minnesota
$940K +$140K +2,917 +17%
GWMR
202
GC Wealth Management RIA
Massachusetts
$903K +$50.4K +1,052 +6%
SA
203
Sonoma Allocations
California
$901K +$311K +6,498 +52%
AG
204
AlTi Global
New York
$901K – – –
VCP
205
Verus Capital Partners
Arizona
$894K +$376K +7,843 +72%
CWM
206
Contango Wealth Management
California
$882K +$889K +18,545 New
RA
207
RFG Advisory
Alabama
$877K +$135K +2,820 +18%
G
208
GenTrust
Florida
$876K -$762K -15,890 -46%
CAG
209
Crestwood Advisors Group
Massachusetts
$868K +$875K +18,253 New
DC
210
Davenport & Co
Virginia
$863K +$30.8K +642 +4%
CAL
211
Capital Analysts LLC
Pennsylvania
$852K +$185K +3,861 +27%
DWM
212
Diversify Wealth Management
Utah
$841K +$269K +5,612 +46%
AWM
213
Aprio Wealth Management
Georgia
$827K -$69.1K -1,441 -8%
B
214
Barings
North Carolina
$823K – – –
GAM
215
Gould Asset Management
California
$811K -$36.1K -754 -4%
LWA
216
Lifelong Wealth Advisors
Minnesota
$805K -$2.64K -55 -0.3%
AFG
217
Atomi Financial Group
New York
$803K +$14.5K +303 +2%
BBA
218
BLB&B Advisors
Pennsylvania
$796K +$30.7K +640 +4%
PFGIA
219
Patriot Financial Group Insurance Agency
Massachusetts
$794K +$417K +8,695 +109%
TC
220
Trust Company
Kansas
$785K -$20.1K -420 -2%
MAC
221
Mason & Associates (California)
California
$783K +$4.5K +94 +0.6%
WETS
222
Wealth Enhancement Trust Services
South Dakota
$780K +$9.63K +201 +1%
FF
223
Friedenthal Financial
New Jersey
$779K +$13.3K +277 +2%
EPW
224
Endeavor Private Wealth
Kansas
$769K +$475K +9,906 +158%
PAM
225
Peninsula Asset Management
Florida
$766K +$19.2K +400 +3%
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9
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