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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$936K +$48.4K +1,120 +5%
TFO
52
Tarbox Family Office
California
$930K +$59.9K +1,387 +7%
DL
53
DOHJ LLC
Washington
$902K +$55.6K +1,289 +6%
KAS
54
Kestra Advisory Services
Texas
$891K -$28.8K -666 -3%
BL
55
BFSG LLC
California
$844K +$1.25K +29 +0.1%
AI
56
Accredited Investors
Minnesota
$839K +$852K +19,743 New
BCM
57
Brookstone Capital Management
Illinois
$740K +$40.4K +935 +6%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$727K -$200K -4,625 -21%
FAIM
59
Financial Advocates Investment Management
Washington
$723K +$734K +17,008 New
PIA
60
Perennial Investment Advisors
California
$677K +$146K +3,378 +27%
Fiera Capital (Canada)
61
Fiera Capital (Canada)
Quebec, Canada
$655K +$665K +15,415 New
SPIA
62
Steward Partners Investment Advisory
New York
$650K -$72.7K -1,685 -10%
TF
63
Theory Financial
Colorado
$604K +$614K +14,212 New
RW
64
Rockport Wealth
Ohio
$575K
SF
65
Synovus Financial
Georgia
$567K +$15.8K +365 +3%
CWM
66
Congress Wealth Management
Massachusetts
$545K -$204K -4,736 -27%
GA
67
Goldstein Advisors
Wisconsin
$527K +$53.1K +1,229 +11%
CFG
68
Carr Financial Group
Massachusetts
$519K +$5.57K +129 +1%
DAS
69
Diversify Advisory Services
Utah
$505K -$190K -4,393 -27%
VNA
70
Valley National Advisers
Pennsylvania
$500K +$12.7K +294 +3%
AIA
71
Ally Invest Advisors
North Carolina
$489K +$51.6K +1,195 +12%
RCWM
72
Red Crane Wealth Management
California
$483K +$491K +11,365 New
LIA
73
LifePlan Investment Advisors
North Carolina
$468K +$118K +2,724 +33%
Natixis Advisors
74
Natixis Advisors
Massachusetts
$463K +$470K +10,889 New
WCFA
75
Walkner Condon Financial Advisors
Wisconsin
$456K +$70.5K +1,633 +18%