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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
76
Pinnacle Financial Partners (Georgia)
Georgia
$584K +$585K +13,297 New
MIA
77
Milestone Investment Advisors
Wisconsin
$583K +$131K +2,980 +29%
GWMR
78
GC Wealth Management RIA
Massachusetts
$574K +$326K +7,404 +131%
GA
79
Goldstein Advisors
Wisconsin
$567K +$3.96K +90 +0.7%
SPIA
80
Steward Partners Investment Advisory
New York
$565K +$39.9K +907 +8%
FPWM
81
FSB Premier Wealth Management
Iowa
$549K +$116K +2,636 +27%
CCM
82
Coldstream Capital Management
Washington
$546K -$41.5K -944 -7%
SVWG
83
Shared Vision Wealth Group
United States
$532K -$512K -11,640 -49%
RCWM
84
Red Crane Wealth Management
California
$519K +$9.81K +223 +2%
TF
85
Theory Financial
Colorado
$505K -$660 -15 -0.1%
FFA
86
Farther Finance Advisors
California
$505K -$103K -2,349 -17%
WCFA
87
Walkner Condon Financial Advisors
Wisconsin
$428K -$1.1K -25 -0.3%
AFC
88
Avise Financial Cooperative
California
$427K +$428K +9,718 New
AIM
89
Archer Investment Management
Texas
$426K +$427K +9,710 New
AWM
90
Apollon Wealth Management
South Carolina
$425K +$6.51K +148 +2%
CIA
91
Concurrent Investment Advisors
Florida
$422K +$423K +9,614 New
TW
92
Traveka Wealth
California
$399K +$143K +3,257 +56%
VA
93
Valmark Advisers
Ohio
$398K
FCG
94
Financial Connections Group
California
$372K +$38.1K +865 +11%
LIA
95
LifePlan Investment Advisors
North Carolina
$371K
HighTower Advisors
96
HighTower Advisors
Illinois
$357K -$376K -8,552 -51%
PJSIMP
97
P.J. Schmidt Investment Management (PJS)
Wisconsin
$356K +$134K +3,050 +60%
DAS
98
Dynamic Advisor Solutions
Arizona
$347K -$80.6K -1,831 -19%
KFP
99
Keener Financial Planning
Texas
$340K +$100K +2,279 +42%
MAC
100
Mason & Associates (California)
California
$328K +$8.8K +200 +3%