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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$36.9M +$4.72M +84,242 +15%
BlackRock
2
BlackRock
New York
$19.9M +$19.7M +352,304 +236,446%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.8M -$22M -393,132 -53%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$17.6M
Bank of America
5
Bank of America
North Carolina
$11.2M +$9.63M +171,908 +667%
SA
6
Stewardship Advisors
Pennsylvania
$9.4M -$288K -5,135 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$9.26M +$9.17M +163,767 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.06M +$1.5M +26,757 +59%
WS
9
Wedbush Securities
California
$3.87M +$2.89M +51,640 +306%
MIS
10
Morningstar Investment Services
Illinois
$3.79M +$936K +16,721 +33%
RCS
11
Retirement Capital Strategies
California
$3.5M -$54.3K -969 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.32M +$832K +14,847 +34%
Ameriprise
13
Ameriprise
Minnesota
$3.22M +$3.18M +56,815 New
BCM
14
Brookstone Capital Management
Illinois
$2.72M +$2.69M +48,118 New
Osaic Holdings
15
Osaic Holdings
Arizona
$2.36M -$3.5M -62,491 -60%
SBSB
16
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.28M +$8.35K +149 +0.4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.7M +$779K +13,909 +86%
FEG
18
Fund Evaluation Group
Ohio
$1.31M +$1.3M +23,200 New
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.3M +$118K +2,103 +10%
SC
20
Savant Capital
Illinois
$1.25M +$692K +12,350 +128%
BCWM
21
Bartlett & Co Wealth Management
Ohio
$1.23M +$13.8K +247 +1%
BC
22
Bartlett & Co
Ohio
$1.23M +$13.8K +247 +1%
UBS Group
23
UBS Group
Switzerland
$1.15M +$465K +8,310 +69%
AC
24
Apella Capital
Connecticut
$1.1M +$26.8K +478 +3%
SEI Investments
25
SEI Investments
Pennsylvania
$1.08M +$552K +9,854 +107%