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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
51
Baker Avenue Asset Management
California
$710K +$14K +326 +2%
LNC
52
Lincoln National Corp
Pennsylvania
$709K +$496K +11,560 +227%
WCFA
53
Walkner Condon Financial Advisors
Wisconsin
$706K
CA
54
Cetera Advisors
Colorado
$684K +$67.3K +1,568 +11%
Fiera Capital (Canada)
55
Fiera Capital (Canada)
Quebec, Canada
$656K
SPIA
56
Steward Partners Investment Advisory
New York
$613K +$35.7K +833 +6%
SWA
57
Stratos Wealth Advisors
Ohio
$593K -$57.7K -1,346 -9%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$589K +$201K +4,685 +51%
IWC
59
Integrated Wealth Concepts
Massachusetts
$554K +$92.6K +2,158 +20%
SWP
60
Stratos Wealth Partners
Ohio
$545K +$50.2K +1,171 +10%
VNA
61
Valley National Advisers
Pennsylvania
$539K +$309K +7,193 +132%
SFP
62
Sandbox Financial Partners
Maryland
$539K +$62.2K +1,449 +13%
APW
63
Austin Private Wealth
Texas
$529K +$129K +2,996 +32%
EP
64
Essential Planning
New Hampshire
$524K +$41.9K +976 +9%
AAS
65
Avantax Advisory Services
Texas
$506K +$39.3K +915 +8%
AG
66
Ascent Group
Virginia
$487K -$129 -3 -0%
OMC
67
Old Mission Capital
Illinois
$476K +$479K +11,172 New
CWM
68
Congress Wealth Management
Massachusetts
$466K +$15.4K +360 +3%
GA
69
Goldstein Advisors
Wisconsin
$446K -$42K -980 -9%
CS
70
Comerica Securities
Michigan
$392K +$11.4K +265 +3%
T
71
TCWP
Ohio
$383K +$46.5K +1,083 +14%
RJA
72
Raymond James & Associates
Florida
$363K +$472 +11 +0.1%
GAM
73
Gould Asset Management
California
$356K
WIA
74
World Investment Advisors
California
$352K -$9.78K -228 -3%
WA
75
Wealth Alliance
New York
$340K +$2.1K +49 +0.6%