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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
76
Valley National Advisers
Pennsylvania
$563K +$61.4K +1,409 +12%
GCC
77
Guardian Capital (Canada)
Ontario, Canada
$558K +$43.6K +1,000 +9%
SPIA
78
Steward Partners Investment Advisory
New York
$525K -$175K -4,023 -25%
RCWM
79
Red Crane Wealth Management
California
$510K +$2.48K +57 +0.5%
TF
80
Theory Financial
Colorado
$509K -$182K -4,178 -27%
MIA
81
Milestone Investment Advisors
Wisconsin
$452K +$36K +827 +9%
IWC
82
Integrated Wealth Concepts
Massachusetts
$435K -$45.7K -1,050 -10%
FPWM
83
FSB Premier Wealth Management
Iowa
$433K +$158K +3,618 +58%
WCFA
84
Walkner Condon Financial Advisors
Wisconsin
$429K -$13.6K -312 -3%
DAS
85
Dynamic Advisor Solutions
Arizona
$427K
AWM
86
Apollon Wealth Management
South Carolina
$418K
KW
87
KWB Wealth
California
$411K -$1.39K -32 -0.3%
HI
88
Harbour Investments
Wisconsin
$410K -$8.58K -197 -2%
VA
89
Valmark Advisers
Ohio
$398K +$17.2K +395 +5%
RA
90
RFG Advisory
Alabama
$373K -$54.6K -1,253 -13%
LIA
91
LifePlan Investment Advisors
North Carolina
$371K -$176K -4,036 -32%
FCG
92
Financial Connections Group
California
$334K +$11.2K +256 +3%
IWM
93
IHT Wealth Management
Illinois
$319K +$108K +2,469 +51%
MAC
94
Mason & Associates (California)
California
$319K +$11.6K +267 +4%
SIM
95
Stratos Investment Management
Ohio
$313K -$8.06K -185 -3%
BFP
96
Brewster Financial Planning
New York
$307K +$6.19K +142 +2%
SA
97
Sonoma Allocations
California
$301K +$297K +6,812 New
Mariner
98
Mariner
Kansas
$297K +$19.7K +453 +7%
BCWM
99
Bartlett & Co Wealth Management
Ohio
$297K
RF
100
Rossby Financial
Florida
$278K +$222K +5,104 +413%