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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
51
Capital Investment Advisory Services
North Carolina
$452K -$37K -740 -8%
CW
52
CreativeOne Wealth
Kansas
$429K +$204K +4,084 +90%
RIA
53
Regal Investment Advisors
Michigan
$386K +$101K +2,029 +35%
CA
54
Continuum Advisory
Idaho
$359K +$362K +7,240 New
BRWA
55
B. Riley Wealth Advisors
Florida
$355K +$114K +2,276 +47%
OPS
56
Orion Portfolio Solutions
Nebraska
$314K +$71.5K +1,430 +29%
NCM
57
Northwest Capital Management
Oregon
$276K
WIA
58
World Investment Advisors
California
$271K +$55.3K +1,107 +25%
AAS
59
Avantax Advisory Services
Texas
$270K +$272K +5,437 New
CRWM
60
Castle Rock Wealth Management
California
$251K +$45.4K +908 +22%
IFWM
61
Institute for Wealth Management
Colorado
$242K +$244K +4,883 New
CFG
62
Cooper Financial Group
California
$229K +$230K +4,608 New
CAN
63
Cetera Advisor Networks
California
$226K +$228K +4,561 New
RPG
64
Resource Planning Group
Georgia
$200K +$202K +4,039 New
HI
65
Harbour Investments
Wisconsin
$193K +$148K +2,960 +319%
APA
66
American Portfolios Advisors
New York
$133K -$8K -160 -6%
PCG
67
Private Capital Group
Connecticut
$131K +$32.1K +642 +32%
BAM
68
Belpointe Asset Management
Nevada
$111K +$11.1K +222 +11%
AF
69
Allworth Financial
California
$110K +$111K +2,218 New
BlackRock
70
BlackRock
New York
$63K +$63.3K +1,267 New
AF
71
Advisornet Financial
Minnesota
$57K +$54.3K +1,086 +1,841%
GI
72
Gradient Investments
Minnesota
$41K +$41.3K +826 New
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$34K +$33.8K +676 New
TFS
74
TrustCore Financial Services
Tennessee
$30K
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$26K +$300 +6 +1%