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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
51
Sandbox Financial Partners
Maryland
$1.13M +$145K +3,319 +15%
UBS Group
52
UBS Group
Switzerland
$1.11M +$184K +4,226 +20%
BL
53
BFSG LLC
California
$1.11M -$5.75K -132 -0.5%
VHAM
54
Van Hulzen Asset Management
California
$1.09M – – –
PAS
55
Park Avenue Securities
New York
$1.09M -$3.22M -73,944 -75%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$1.08M -$497K -11,400 -32%
COCM
57
Charter Oak Capital Management
New Hampshire
$1.07M +$395K +9,059 +59%
SVWG
58
Shared Vision Wealth Group
United States
$1.05M +$145K +3,318 +16%
EH
59
Equitable Holdings
New York
$1.01M -$715K -16,404 -42%
HGWM
60
Horst & Graben Wealth Management
Oregon
$918K -$1.08M -24,781 -54%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$877K -$1.04M -23,795 -54%
SC
62
Savant Capital
Illinois
$856K -$1.74K -40 -0.2%
SHJ
63
Sharkey, Howes & Javer
Colorado
$820K -$784K -18,000 -49%
BCM
64
Brookstone Capital Management
Illinois
$770K +$73.1K +1,679 +11%
HighTower Advisors
65
HighTower Advisors
Illinois
$733K +$265K +6,083 +57%
CPBTD
66
Central Pacific Bank - Trust Division
Hawaii
$720K – – –
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$713K -$788K -18,080 -53%
AIA
68
Ally Invest Advisors
North Carolina
$667K -$23K -527 -3%
Natixis Advisors
69
Natixis Advisors
Massachusetts
$641K +$70.1K +1,610 +12%
AssetMark Inc
70
AssetMark Inc
California
$623K -$527K -12,094 -46%
FFA
71
Farther Finance Advisors
California
$608K +$140K +3,205 +30%
RW
72
Rockport Wealth
Ohio
$595K – – –
CCM
73
Coldstream Capital Management
Washington
$587K +$291K +6,684 +100%
EP
74
Essential Planning
New Hampshire
$584K +$436 +10 +0.1%
SF
75
Synovus Financial
Georgia
$579K -$17K -391 -3%