We are live on ! Find out more
EUSB icon

iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
51
AssetMark Inc
California
$947K -$268K -6,204 -22%
UBS Group
52
UBS Group
Switzerland
$936K +$48.4K +1,120 +5%
TFO
53
Tarbox Family Office
California
$930K +$59.9K +1,387 +7%
DL
54
DOHJ LLC
Washington
$902K +$55.6K +1,289 +6%
KAS
55
Kestra Advisory Services
Texas
$891K -$28.8K -666 -3%
BL
56
BFSG LLC
California
$844K +$1.25K +29 +0.1%
AI
57
Accredited Investors
Minnesota
$839K +$852K +19,743 New
BCM
58
Brookstone Capital Management
Illinois
$740K +$40.4K +935 +6%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$727K -$200K -4,625 -21%
FAIM
60
Financial Advocates Investment Management
Washington
$723K +$734K +17,008 New
PIA
61
Perennial Investment Advisors
California
$677K +$146K +3,378 +27%
Fiera Capital (Canada)
62
Fiera Capital (Canada)
Quebec, Canada
$655K +$665K +15,415 New
SPIA
63
Steward Partners Investment Advisory
New York
$650K -$72.7K -1,685 -10%
TF
64
Theory Financial
Colorado
$604K +$614K +14,212 New
RW
65
Rockport Wealth
Ohio
$575K – – –
SF
66
Synovus Financial
Georgia
$567K +$15.8K +365 +3%
CWM
67
Congress Wealth Management
Massachusetts
$545K -$204K -4,736 -27%
GA
68
Goldstein Advisors
Wisconsin
$527K +$53.1K +1,229 +11%
CFG
69
Carr Financial Group
Massachusetts
$519K +$5.57K +129 +1%
DAS
70
Diversify Advisory Services
Utah
$505K -$190K -4,393 -27%
VNA
71
Valley National Advisers
Pennsylvania
$500K +$12.7K +294 +3%
AIA
72
Ally Invest Advisors
North Carolina
$489K +$51.6K +1,195 +12%
RCWM
73
Red Crane Wealth Management
California
$483K +$491K +11,365 New
LIA
74
LifePlan Investment Advisors
North Carolina
$468K +$118K +2,724 +33%
Natixis Advisors
75
Natixis Advisors
Massachusetts
$463K +$470K +10,889 New