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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
$398K +$46.4K +1,098 +13%
LFA
77
Longview Financial Advisors
Alabama
$390K +$60.6K +1,435 +19%
WCFA
78
Walkner Condon Financial Advisors
Wisconsin
$371K -$29.6K -702 -7%
AIA
79
Ally Invest Advisors
North Carolina
$361K +$6.84K +162 +2%
IWC
80
Integrated Wealth Concepts
Massachusetts
$351K -$3.17K -75 -0.9%
LIA
81
LifePlan Investment Advisors
North Carolina
$351K +$87.3K +2,068 +33%
BRWA
82
B. Riley Wealth Advisors
Florida
$349K -$298K -7,056 -46%
FFA
83
Farther Finance Advisors
California
$348K +$15K +355 +4%
WIA
84
World Investment Advisors
California
$329K +$26.3K +624 +9%
Goldman Sachs
85
Goldman Sachs
New York
$324K
MOS
86
MGO One Seven
Ohio
$304K +$12.2K +288 +4%
T
87
TCWP
Ohio
$304K +$12.2K +289 +4%
TC
88
TownSquare Capital
Utah
$290K -$10.1K -239 -3%
BCWM
89
Bartlett & Co Wealth Management
Ohio
$288K
OL
90
Optas LLC
Texas
$287K -$802 -19 -0.3%
ACA
91
Aptus Capital Advisors
Alabama
$279K
PIA
92
Perennial Investment Advisors
California
$279K +$277K +6,551 New
WA
93
Wealth Alliance
New York
$277K +$7.51K +178 +3%
FHA
94
First Horizon Advisors
Tennessee
$271K +$1.98K +47 +0.7%
VWM
95
Venturi Wealth Management
Texas
$258K +$5.28K +125 +2%
AG
96
Ascent Group
Virginia
$250K -$224K -5,294 -47%
OWMIAS
97
One Wealth Management Investment & Advisory Services
Florida
$247K -$10.7K -253 -4%
WF
98
Williams Financial
Vermont
$245K -$25.9K -613 -10%
DAS
99
Dynamic Advisor Solutions
Arizona
$233K -$99.2K -2,350 -30%
TWP
100
Tempus Wealth Planning
California
$233K -$2.36K -56 -1%