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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$437K -$50.4K -1,203 -10%
GA
77
Goldstein Advisors
Wisconsin
$434K +$6.41K +153 +1%
CS
78
Comerica Securities
Michigan
$395K +$19K +454 +5%
WIA
79
World Investment Advisors
California
$374K +$37.2K +887 +11%
GAM
80
Gould Asset Management
California
$366K +$25.2K +600 +7%
VWM
81
Venturi Wealth Management
Texas
$350K +$27.8K +662 +8%
LIA
82
LifePlan Investment Advisors
North Carolina
$340K +$48.1K +1,147 +16%
UCFA
83
United Capital Financial Advisors
Texas
$332K +$13.5K +322 +4%
T
84
TCWP
Ohio
$320K -$48.1K -1,148 -13%
TC
85
TownSquare Capital
Utah
$319K +$328K +7,816 New
BC
86
Bartlett & Co
Ohio
$319K
BCWM
87
Bartlett & Co Wealth Management
Ohio
$319K
WF
88
Williams Financial
Vermont
$311K +$74.5K +1,776 +30%
FHA
89
First Horizon Advisors
Tennessee
$293K +$3.98K +95 +1%
WS
90
Wedbush Securities
California
$292K +$19.8K +472 +7%
OL
91
Optas LLC
Texas
$279K +$8.3K +198 +3%
WA
92
Wealth Alliance
New York
$271K -$56.8K -1,356 -17%
SB
93
Strategic Blueprint
Georgia
$260K -$2.05K -49 -0.8%
FFA
94
Farther Finance Advisors
California
$257K -$56.8K -1,354 -18%
BFG
95
Beacon Financial Group
Texas
$252K +$22.9K +547 +10%
OIA
96
OneDigital Investment Advisors
Kansas
$251K +$50.5K +1,205 +24%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$244K +$1.93K +46 +0.8%
Stifel Financial
98
Stifel Financial
Missouri
$237K
IFWM
99
Institute for Wealth Management
Colorado
$234K -$11.9K -285 -5%
TCA
100
Transcend Capital Advisors
New Jersey
$225K +$230K +5,497 New