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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
76
Kestra Private Wealth Services
Texas
$354K +$351K +8,191 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$347K +$295K +6,884 +606%
WA
78
Wealth Alliance
New York
$343K -$563K -13,125 -62%
VWM
79
Venturi Wealth Management
Texas
$342K -$443K -10,328 -57%
T
80
TCWP
Ohio
$342K -$469K -10,923 -58%
MOS
81
MGO One Seven
Ohio
$342K +$339K +7,906 New
BCWM
82
Bartlett & Co Wealth Management
Ohio
$337K -$18.3K -426 -5%
BC
83
Bartlett & Co
Ohio
$337K -$18.3K -426 -5%
IFWM
84
Institute for Wealth Management
Colorado
$291K -$429 -10 -0.1%
DFA
85
DHK Financial Advisors
New Hampshire
$290K -$30.7K -715 -10%
WS
86
Wedbush Securities
California
$289K -$305K -7,101 -52%
PWM
87
Perigon Wealth Management
California
$278K -$41.5K -968 -13%
SB
88
Strategic Blueprint
Georgia
$278K -$409K -9,546 -60%
FHA
89
First Horizon Advisors
Tennessee
$274K -$228K -5,321 -46%
OL
90
Optas LLC
Texas
$271K +$269K +6,267 New
OPS
91
Orion Portfolio Solutions
Nebraska
$270K -$317K -7,389 -54%
BCI
92
Brinker Capital Investments
Pennsylvania
$270K +$268K +6,239 New
TWP
93
Tempus Wealth Planning
California
$260K -$22.9K -535 -8%
Stifel Financial
94
Stifel Financial
Missouri
$251K -$251K -5,848 -50%
BFG
95
Beacon Financial Group
Texas
$236K -$291K -6,775 -55%
VNA
96
Valley National Advisers
Pennsylvania
$235K +$105K +2,444 +81%
BAM
97
Baldrige Asset Management
Pennsylvania
$223K +$944 +22 +0.4%
NL
98
NWAM LLC
Washington
$223K
LNC
99
Lincoln National Corp
Pennsylvania
$220K +$219K +5,094 New
MSWMA
100
Market Street Wealth Management Advisors
Indiana
$201K -$43.6K -1,017 -18%