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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
76
Goldstein Advisors
Wisconsin
$410K -$47.5K -1,146 -11%
WCFA
77
Walkner Condon Financial Advisors
Wisconsin
$408K -$297K -7,163 -43%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$407K -$236K -5,678 -38%
SWA
79
Stratos Wealth Advisors
Ohio
$382K -$228K -5,504 -38%
IWC
80
Integrated Wealth Concepts
Massachusetts
$378K -$102K -2,452 -22%
AAS
81
Avantax Advisory Services
Texas
$372K -$86.4K -2,083 -19%
DAS
82
Dynamic Advisor Solutions
Arizona
$335K +$325K +7,835 New
FFA
83
Farther Finance Advisors
California
$334K +$59.9K +1,444 +23%
Goldman Sachs
84
Goldman Sachs
New York
$330K +$316K +7,620 New
WF
85
Williams Financial
Vermont
$330K
IWA
86
Invera Wealth Advisors
Oregon
$307K +$294K +7,089 New
OL
87
Optas LLC
Texas
$298K +$1.87K +45 +0.7%
BC
88
Bartlett & Co
Ohio
$293K -$43.4K -1,045 -13%
BCWM
89
Bartlett & Co Wealth Management
Ohio
$293K -$43.4K -1,045 -13%
WIA
90
World Investment Advisors
California
$288K -$103K -2,480 -27%
VWM
91
Venturi Wealth Management
Texas
$280K -$87.5K -2,110 -25%
T
92
TCWP
Ohio
$275K -$61.3K -1,477 -19%
MOS
93
MGO One Seven
Ohio
$275K +$264K +6,364 New
FHA
94
First Horizon Advisors
Tennessee
$269K -$39.9K -961 -13%
LIA
95
LifePlan Investment Advisors
North Carolina
$268K -$88K -2,122 -26%
WA
96
Wealth Alliance
New York
$259K -$26.6K -642 -10%
Stifel Financial
97
Stifel Financial
Missouri
$251K
AIA
98
Ally Invest Advisors
North Carolina
$250K +$240K +5,789 New
WS
99
Wedbush Securities
California
$247K -$59.2K -1,428 -20%
AWM
100
Apollon Wealth Management
South Carolina
$247K +$237K +5,701 New