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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$703K +$363K +7,344 +108%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$693K +$258K +5,223 +60%
APW
28
Austin Private Wealth
Texas
$680K +$25.5K +517 +4%
SB
29
Strategic Blueprint
Georgia
$674K +$217K +4,387 +48%
CFD
30
Creative Financial Designs
Indiana
$637K +$113K +2,286 +22%
TI
31
tru Independence
Oregon
$614K
SWM
32
SigFig Wealth Management
California
$610K +$325K +6,576 +115%
WS
33
Wedbush Securities
California
$595K +$138K +2,792 +30%
AWM
34
AE Wealth Management
Kansas
$551K +$547K +11,077 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$540K +$537K +10,866 New
NL
36
NWAM LLC
Washington
$528K -$576K -11,665 -52%
SPIA
37
Steward Partners Investment Advisory
New York
$511K +$346 +7 +0.1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$507K +$504K +10,202 New
Stifel Financial
39
Stifel Financial
Missouri
$493K +$171K +3,467 +54%
CIAS
40
Capital Investment Advisory Services
North Carolina
$490K +$21.3K +432 +5%
SPAS
41
Spectrum Planning & Advisory Services
California
$483K +$52.1K +1,055 +12%
ASN
42
Advisory Services Network
Georgia
$438K +$222K +4,491 +104%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$313K
RIA
44
Regal Investment Advisors
Michigan
$286K +$284K +5,757 New
NCM
45
Northwest Capital Management
Oregon
$281K +$277K +5,599 New
TCA
46
Transcend Capital Advisors
New Jersey
$251K +$32.3K +654 +15%
OPS
47
Orion Portfolio Solutions
Nebraska
$244K +$242K +4,908 New
BRWA
48
B. Riley Wealth Advisors
Florida
$243K +$241K +4,875 New
CW
49
CreativeOne Wealth
Kansas
$226K +$225K +4,556 New
WIA
50
World Investment Advisors
California
$216K +$8.69K +176 +4%