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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
51
Castle Rock Wealth Management
California
$207K +$205K +4,153 New
APA
52
American Portfolios Advisors
New York
$141K +$132K +2,667 +1,560%
GIA
53
Goodwin Investment Advisory
Georgia
$132K +$21K +425 +19%
KFS
54
Kelly Financial Services
Massachusetts
$121K +$103K +2,084 +599%
BAM
55
Belpointe Asset Management
Nevada
$100K +$99K +2,004 New
PCG
56
Private Capital Group
Connecticut
$100K +$99.1K +2,006 New
WP
57
WealthShield Partners
North Carolina
$73K +$1.93K +39 +3%
FHA
58
First Horizon Advisors
Tennessee
$53K +$53.4K +1,082 New
HI
59
Harbour Investments
Wisconsin
$46K +$12.1K +245 +36%
SWM
60
Spire Wealth Management
Virginia
$33K +$32.9K +666 New
TFS
61
TrustCore Financial Services
Tennessee
$30K +$30K +607 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$26K +$5.93K +120 +30%
NFG
63
Next Financial Group
Texas
$25K +$24.5K +495 New
Bank of America
64
Bank of America
North Carolina
$22K +$21.6K +438 New
LWM
65
Liberty Wealth Management
California
$17K +$16.8K +341 New
GFPC
66
Global Financial Private Client
Florida
$10.4K +$5.29K +107 +104%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$8K
UBS Group
68
UBS Group
Switzerland
$5K +$4.99K +101 New
NFSG
69
Newbridge Financial Services Group
Florida
$3K
AF
70
Advisornet Financial
Minnesota
$3K +$1.68K +34 +136%
BlackRock
71
BlackRock
New York
-$3.92M -80,000 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-$3.09M -62,960 Closed
SFS
73
Sowell Financial Services
Arkansas
-$34K -687 Closed
IA
74
IFP Advisors
Florida
-$6.77K -137 Closed
Wells Fargo
75
Wells Fargo
California
-$1K -26 Closed