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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCMP
76
Thrive Capital Management (Pennsylvania)
Pennsylvania
$306K -$68.8K -1,446 -18%
WIA
77
World Investment Advisors
California
$296K +$20K +421 +7%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$295K +$714 +15 +0.2%
D
79
Dentgroup
Louisiana
$291K -$49.3K -1,035 -14%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$266K +$273K +5,734 New
CA
81
Continuum Advisory
Idaho
$264K +$904 +19 +0.3%
MWM
82
Mattern Wealth Management
Kansas
$256K -$49K -1,030 -16%
HFA
83
High Falls Advisors
New York
$253K +$3.62K +76 +1%
PWM
84
Perigon Wealth Management
California
$242K -$80.7K -1,695 -25%
UCFA
85
United Capital Financial Advisors
Texas
$206K -$108K -2,260 -34%
AI
86
Accredited Investors
Minnesota
$206K +$211K +4,429 New
IA
87
IFP Advisors
Florida
$183K +$175K +3,671 New
APA
88
American Portfolios Advisors
New York
$162K +$21.5K +452 +15%
UBS Group
89
UBS Group
Switzerland
$147K +$145K +3,037 +2,266%
PCG
90
Private Capital Group
Connecticut
$140K -$2.48K -52 -2%
MWM
91
Mascoma Wealth Management
New Hampshire
$138K +$141K +2,966 New
CWA
92
Clearview Wealth Advisors
Oregon
$124K +$118K +2,472 +1,248%
TFS
93
TrustCore Financial Services
Tennessee
$123K +$126K +2,641 New
AF
94
Advisornet Financial
Minnesota
$121K +$114K +2,391 +1,128%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$90K -$90.2K -1,895 -49%
ACA
96
Aptus Capital Advisors
Alabama
$78K +$79.7K +1,675 New
Bank of America
97
Bank of America
North Carolina
$73K +$48.2K +1,012 +178%
BWS
98
BCR Wealth Strategies
Alabama
$60K
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$44K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$37K +$38.1K +800 New