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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
26
Leonard Rickey Investment Advisors
Washington
$2.02M +$2.7K +63 +0.1%
FCG
27
Financial Connections Group
California
$1.79M +$40.4K +942 +2%
EH
28
Equitable Holdings
New York
$1.5M -$1.84M -42,882 -55%
Citadel Advisors
29
Citadel Advisors
Florida
$1.47M +$1.05M +24,434 +257%
BPA
30
Beacon Pointe Advisors
California
$1.3M +$1.29M +30,091 New
NYLIM
31
New York Life Investment Management
New York
$1.18M +$69.4K +1,619 +6%
DI
32
DFPG Investments
Utah
$1.15M +$1.15M +26,693 New
PP
33
Prudential plc
United Kingdom
$1.08M
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M -$188K -4,375 -15%
MPW
35
MA Private Wealth
California
$1.04M +$401K +9,355 +64%
JBA
36
Johnson Bixby & Associates
Washington
$1.02M -$7.29K -170 -0.7%
VHAM
37
Van Hulzen Asset Management
California
$980K -$673K -15,688 -41%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$968K -$796K -18,563 -45%
CFG
39
Carr Financial Group
Massachusetts
$931K -$30.7K -715 -3%
UCFA
40
United Capital Financial Advisors
Texas
$916K +$41.3K +963 +5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$900K -$1.39M -32,486 -61%
KAS
42
Kestra Advisory Services
Texas
$854K -$3.08M -71,750 -78%
UBS Group
43
UBS Group
Switzerland
$852K +$396K +9,234 +88%
AssetMark Inc
44
AssetMark Inc
California
$847K -$1.04M -24,289 -55%
VWA
45
VERITY Wealth Advisors
United States
$835K
RJFSA
46
Raymond James Financial Services Advisors
Florida
$832K +$331K +7,717 +67%
BCM
47
Brookstone Capital Management
Illinois
$777K -$73.7K -1,719 -9%
Bank of America
48
Bank of America
North Carolina
$732K -$6.05K -141 -0.8%
AWM
49
AE Wealth Management
Kansas
$716K -$1.01M -23,435 -59%
WCFA
50
Walkner Condon Financial Advisors
Wisconsin
$716K -$33.8K -788 -5%