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
CW
76
CreativeOne Wealth
Kansas
$408K -$206K -4,692 -32%
RIA
77
Regal Investment Advisors
Michigan
$404K -$40.8K -932 -9%
OLVIG
78
Oliver Lagore Vanvalin Investment Group
Michigan
$381K -$61.8K -1,410 -13%
RJA
79
Raymond James & Associates
Florida
$379K +$79K +1,803 +25%
BFG
80
Buttonwood Financial Group
Missouri
$374K -$31.2K -713 -7%
PWA
81
Physician Wealth Advisors
Utah
$372K -$6.57K -150 -2%
CWM
82
Congress Wealth Management
Massachusetts
$364K +$69.2K +1,579 +22%
TCA
83
Transcend Capital Advisors
New Jersey
$342K -$206K -4,696 -36%
BAM
84
Baldrige Asset Management
Pennsylvania
$341K -$196K -4,463 -35%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$316K +$11K +251 +3%
UBS Group
86
UBS Group
Switzerland
$316K +$168K +3,830 +103%
DFA
87
DHK Financial Advisors
New Hampshire
$311K
JC
88
JB Capital
Connecticut
$310K +$325K +7,416 New
PWM
89
Perigon Wealth Management
California
$294K +$84.7K +1,934 +38%
MLA
90
My Legacy Advisors
Oregon
$289K +$308K +7,021 New
IFWM
91
Institute for Wealth Management
Colorado
$282K -$7.88K -180 -3%
Comerica Bank
92
Comerica Bank
Texas
$277K -$21.9K -499 -7%
TCMP
93
Thrive Capital Management (Pennsylvania)
Pennsylvania
$258K -$15.6K -355 -5%
CIAS
94
CFS Investment Advisory Services
New Jersey
$258K +$270K +6,161 New
SWM
95
Sugarloaf Wealth Management
Georgia
$256K +$267K +6,104 New
WHCI
96
W.H. Cornerstone Investments
Massachusetts
$249K +$263K +6,012 New
MWM
97
Mattern Wealth Management
Kansas
$230K
MYIA
98
Mount Yale Investment Advisors
Colorado
$224K +$234K +5,349 New
CA
99
Continuum Advisory
Idaho
$218K -$25.9K -591 -10%
VC
100
Veracity Capital
Georgia
$215K +$225K +5,144 New