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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
51
Wedbush Securities
California
$710K -$76K -1,597 -9%
TCA
52
Transcend Capital Advisors
New Jersey
$686K +$177K +3,728 +34%
VWA
53
VERITY Wealth Advisors
United States
$612K
BAAM
54
Baker Avenue Asset Management
California
$607K -$926K -19,445 -60%
T
55
TCWP
Ohio
$605K -$2.48K -52 -0.4%
AAS
56
Avantax Advisory Services
Texas
$577K +$255K +5,347 +76%
BAM
57
Baldrige Asset Management
Pennsylvania
$571K +$585K +12,283 New
Stifel Financial
58
Stifel Financial
Missouri
$568K +$119K +2,499 +26%
OLVIG
59
Oliver Lagore Vanvalin Investment Group
Michigan
$541K -$1.97M -41,479 -78%
RIA
60
Regal Investment Advisors
Michigan
$520K -$904 -19 -0.2%
ASN
61
Advisory Services Network
Georgia
$503K -$4.62K -97 -0.9%
OPS
62
Orion Portfolio Solutions
Nebraska
$468K +$11.6K +244 +2%
BFG
63
Buttonwood Financial Group
Missouri
$456K +$468K +9,831 New
CAN
64
Cetera Advisor Networks
California
$436K +$227K +4,763 +103%
JBA
65
Johnson Bixby & Associates
Washington
$405K +$114K +2,385 +38%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$405K +$120K +2,515 +40%
PWA
67
Physician Wealth Advisors
Utah
$394K +$31.7K +666 +8%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$369K +$154K +3,238 +69%
RJA
69
Raymond James & Associates
Florida
$340K +$348K +7,320 New
MSWMA
70
Market Street Wealth Management Advisors
Indiana
$336K +$66.5K +1,398 +24%
Comerica Bank
71
Comerica Bank
Texas
$331K +$351K +7,381 New
IFWM
72
Institute for Wealth Management
Colorado
$327K +$7.33K +154 +2%
DFA
73
DHK Financial Advisors
New Hampshire
$321K
TWP
74
Transparent Wealth Partners
Arkansas
$321K +$328K +6,899 New
SCA
75
Snowden Capital Advisors
New York
$316K +$60.9K +1,279 +23%