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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Comerica Securities
Michigan
$339K +$343K +7,701 New
ASN
77
Advisory Services Network
Georgia
$334K -$144K -3,232 -30%
DFA
78
DHK Financial Advisors
New Hampshire
$326K +$23.2K +520 +8%
Comerica Bank
79
Comerica Bank
Texas
$321K -$4.01K -90 -1%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$321K +$42.3K +950 +15%
RJA
81
Raymond James & Associates
Florida
$319K -$3.38K -76 -1%
UCFA
82
United Capital Financial Advisors
Texas
$319K +$125K +2,811 +63%
CWM
83
Congress Wealth Management
Massachusetts
$312K +$317K +7,109 New
Stifel Financial
84
Stifel Financial
Missouri
$305K -$235K -5,282 -43%
IFWM
85
Institute for Wealth Management
Colorado
$304K -$5.75K -129 -2%
SCA
86
Snowden Capital Advisors
New York
$299K
TCMP
87
Thrive Capital Management (Pennsylvania)
Pennsylvania
$287K -$2K -45 -0.7%
WIA
88
World Investment Advisors
California
$280K -$5.97K -134 -2%
CA
89
Continuum Advisory
Idaho
$256K -$5.21K -117 -2%
MWM
90
Mattern Wealth Management
Kansas
$242K
HFA
91
High Falls Advisors
New York
$235K -$4.54K -102 -2%
Morgan Stanley
92
Morgan Stanley
New York
$234K +$237K +5,313 New
PWM
93
Perigon Wealth Management
California
$224K -$4.72K -106 -2%
APA
94
American Portfolios Advisors
New York
$186K +$33.2K +745 +21%
IA
95
IFP Advisors
Florida
$183K
UBS Group
96
UBS Group
Switzerland
$164K +$24.2K +543 +17%
CAL
97
Capital Analysts LLC
Pennsylvania
$143K +$145K +3,248 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$135K +$101K +2,270 +284%
MWM
99
Mascoma Wealth Management
New Hampshire
$130K
CWA
100
Clearview Wealth Advisors
Oregon
$117K -$134 -3 -0.1%