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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
76
LifePlan Investment Advisors
North Carolina
$544K +$57.8K +1,345 +12%
GA
77
Goldstein Advisors
Wisconsin
$539K -$6.71K -156 -1%
GCC
78
Guardian Capital (Canada)
Ontario, Canada
$510K +$12.9K +300 +3%
RCWM
79
Red Crane Wealth Management
California
$503K +$6.58K +153 +1%
VNA
80
Valley National Advisers
Pennsylvania
$497K -$301 -7 -0.1%
SA
81
Sanctuary Advisors
Indiana
$493K +$121K +2,817 +33%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$492K -$3.54M -82,300 -88%
IWC
83
Integrated Wealth Concepts
Massachusetts
$477K +$71.5K +1,664 +18%
FFA
84
Farther Finance Advisors
California
$463K -$57.2K -1,331 -11%
HighTower Advisors
85
HighTower Advisors
Illinois
$462K -$10.3K -239 -2%
WCFA
86
Walkner Condon Financial Advisors
Wisconsin
$439K -$29.2K -678 -6%
RA
87
RFG Advisory
Alabama
$425K +$123K +2,868 +42%
DAS
88
Dynamic Advisor Solutions
Arizona
$424K – – –
ISFAN
89
Investor's Fiduciary Advisor Network
Washington
$418K -$17.2K -399 -4%
AAS
90
Avantax Advisory Services
Texas
$418K +$70.6K +1,641 +21%
HI
91
Harbour Investments
Wisconsin
$415K +$8.08K +188 +2%
AWM
92
Apollon Wealth Management
South Carolina
$415K +$5.29K +123 +1%
MIA
93
Milestone Investment Advisors
Wisconsin
$412K -$516 -12 -0.1%
KW
94
KWB Wealth
California
$410K -$41.8K -972 -9%
Bank of New York Mellon
95
Bank of New York Mellon
New York
$389K +$82.7K +1,923 +27%
AG
96
Ascent Group
Virginia
$385K +$17K +395 +5%
MFG
97
Merit Financial Group
Georgia
$384K +$121K +2,819 +47%
VA
98
Valmark Advisers
Ohio
$378K +$373K +8,671 New
MOS
99
MGO One Seven
Ohio
$369K +$86K +2,000 +31%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$362K -$1.47M -34,144 -80%