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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
51
Tarbox Family Office
California
$908K +$137K +3,131 +18%
DL
52
DOHJ LLC
Washington
$883K +$52.8K +1,210 +6%
Wells Fargo
53
Wells Fargo
California
$880K -$8.24K -189 -0.9%
BL
54
BFSG LLC
California
$879K +$218K +5,001 +34%
SWP
55
Stratos Wealth Partners
Ohio
$847K +$785 +18 +0.1%
CWM
56
Congress Wealth Management
Massachusetts
$778K +$17K +390 +2%
SPIA
57
Steward Partners Investment Advisory
New York
$752K +$20.5K +471 +3%
BCM
58
Brookstone Capital Management
Illinois
$731K +$25.2K +577 +4%
FTUS
59
Flow Traders U.S.
New York
$713K +$702K +16,092 New
DAS
60
Diversify Advisory Services
Utah
$710K -$44.6K -1,022 -6%
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$658K -$30.4K -698 -4%
EP
62
Essential Planning
New Hampshire
$600K
RW
63
Rockport Wealth
Ohio
$600K
SF
64
Synovus Financial
Georgia
$575K -$19K -435 -3%
PIA
65
Perennial Investment Advisors
California
$556K +$262K +6,000 +92%
CFG
66
Carr Financial Group
Massachusetts
$536K +$1.53K +35 +0.3%
IWC
67
Integrated Wealth Concepts
Massachusetts
$523K +$155K +3,557 +43%
VNA
68
Valley National Advisers
Pennsylvania
$509K -$233K -5,348 -32%
GA
69
Goldstein Advisors
Wisconsin
$495K +$66.4K +1,523 +16%
APW
70
Austin Private Wealth
Texas
$484K -$13.3K -306 -3%
SWA
71
Sax Wealth Advisors
New Jersey
$474K -$1.53K -35 -0.3%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$469K +$3.49K +80 +0.8%
SC
73
Savant Capital
Illinois
$468K -$785 -18 -0.2%
AAS
74
Avantax Advisory Services
Texas
$459K +$44.7K +1,025 +11%
AIA
75
Ally Invest Advisors
North Carolina
$457K +$80.7K +1,851 +22%