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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
76
Venturi Wealth Management
Texas
$337K +$214 +5 +0.1%
UCFA
77
United Capital Financial Advisors
Texas
$333K -$574K -13,380 -63%
BCWM
78
Bartlett & Co Wealth Management
Ohio
$332K
BC
79
Bartlett & Co
Ohio
$332K
FFA
80
Farther Finance Advisors
California
$325K -$322K -7,503 -50%
BRWA
81
B. Riley Wealth Advisors
Florida
$314K -$35.9K -836 -10%
LIA
82
LifePlan Investment Advisors
North Carolina
$305K +$307K +7,168 New
CFD
83
Creative Financial Designs
Indiana
$303K -$92.5K -2,156 -23%
FHA
84
First Horizon Advisors
Tennessee
$301K +$31.3K +730 +12%
WS
85
Wedbush Securities
California
$284K
OL
86
Optas LLC
Texas
$283K +$16K +373 +6%
HF
87
HRT Financial
New York
$281K +$284K +6,622 New
KPWS
88
Kestra Private Wealth Services
Texas
$279K -$70.3K -1,640 -20%
SB
89
Strategic Blueprint
Georgia
$273K -$86 -2 -0%
BCI
90
Brinker Capital Investments
Pennsylvania
$273K +$7.59K +177 +3%
OPS
91
Orion Portfolio Solutions
Nebraska
$273K +$7.59K +177 +3%
IFWM
92
Institute for Wealth Management
Colorado
$256K -$30.5K -710 -11%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$252K -$89.7K -2,092 -26%
WF
94
Williams Financial
Vermont
$249K +$251K +5,841 New
Stifel Financial
95
Stifel Financial
Missouri
$247K
BL
96
BFSG LLC
California
$246K +$248K +5,787 New
PAG
97
Private Advisor Group
New Jersey
$242K +$244K +5,691 New
BFG
98
Beacon Financial Group
Texas
$231K
DFA
99
DHK Financial Advisors
New Hampshire
$225K -$60.6K -1,412 -21%
TWP
100
Tempus Wealth Planning
California
$225K -$31.2K -727 -12%