We are live on ! Find out more
EUSB icon

iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
76
Goldstein Advisors
Wisconsin
$563K +$19K +436 +4%
VNA
77
Valley National Advisers
Pennsylvania
$563K +$61.4K +1,409 +12%
GCC
78
Guardian Capital (Canada)
Ontario, Canada
$558K +$43.6K +1,000 +9%
SPIA
79
Steward Partners Investment Advisory
New York
$525K -$175K -4,023 -25%
RCWM
80
Red Crane Wealth Management
California
$510K +$2.48K +57 +0.5%
TF
81
Theory Financial
Colorado
$509K -$182K -4,178 -27%
MIA
82
Milestone Investment Advisors
Wisconsin
$452K +$36K +827 +9%
IWC
83
Integrated Wealth Concepts
Massachusetts
$435K -$45.7K -1,050 -10%
FPWM
84
FSB Premier Wealth Management
Iowa
$433K +$158K +3,618 +58%
WCFA
85
Walkner Condon Financial Advisors
Wisconsin
$429K -$13.6K -312 -3%
DAS
86
Dynamic Advisor Solutions
Arizona
$427K – – –
AWM
87
Apollon Wealth Management
South Carolina
$418K – – –
KW
88
KWB Wealth
California
$411K -$1.39K -32 -0.3%
HI
89
Harbour Investments
Wisconsin
$410K -$8.58K -197 -2%
VA
90
Valmark Advisers
Ohio
$398K +$17.2K +395 +5%
RA
91
RFG Advisory
Alabama
$373K -$54.6K -1,253 -13%
LIA
92
LifePlan Investment Advisors
North Carolina
$371K -$176K -4,036 -32%
FCG
93
Financial Connections Group
California
$334K +$11.2K +256 +3%
IWM
94
IHT Wealth Management
Illinois
$319K +$108K +2,469 +51%
MAC
95
Mason & Associates (California)
California
$319K +$11.6K +267 +4%
SIM
96
Stratos Investment Management
Ohio
$313K -$8.06K -185 -3%
BFP
97
Brewster Financial Planning
New York
$307K +$6.19K +142 +2%
SA
98
Sonoma Allocations
California
$301K +$297K +6,812 New
Mariner
99
Mariner
Kansas
$297K +$19.7K +453 +7%
BCWM
100
Bartlett & Co Wealth Management
Ohio
$297K – – –