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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
76
Rockport Wealth
Ohio
$612K +$23.9K +544 +4%
Mariner
77
Mariner
Kansas
$603K +$291K +6,625 +92%
GWMR
78
GC Wealth Management RIA
Massachusetts
$593K +$25.2K +574 +4%
GCC
79
Guardian Capital (Canada)
Ontario, Canada
$592K +$4.39K +100 +0.7%
RF
80
Rossby Financial
Florida
$590K +$302K +6,885 +103%
PFPG
81
Pinnacle Financial Partners (Georgia)
Georgia
$590K +$11.2K +256 +2%
SPIA
82
Steward Partners Investment Advisory
New York
$577K +$17.2K +391 +3%
GA
83
Goldstein Advisors
Wisconsin
$576K +$14.5K +331 +3%
KW
84
KWB Wealth
California
$572K -$173K -3,930 -23%
MIA
85
Milestone Investment Advisors
Wisconsin
$571K -$6.5K -148 -1%
EP
86
Essential Planning
New Hampshire
$567K -$12.1K -275 -2%
FFA
87
Farther Finance Advisors
California
$560K +$61.4K +1,399 +12%
TF
88
Theory Financial
Colorado
$515K +$15.6K +356 +3%
SVWG
89
Shared Vision Wealth Group
United States
$470K -$56.1K -1,279 -11%
RCWM
90
Red Crane Wealth Management
California
$467K -$47.8K -1,089 -9%
WCFA
91
Walkner Condon Financial Advisors
Wisconsin
$429K +$5.4K +123 +1%
MFG
92
Merit Financial Group
Georgia
$427K +$431K +9,809 New
AFC
93
Avise Financial Cooperative
California
$424K +$1.05K +24 +0.2%
EPW
94
Endeavor Private Wealth
Kansas
$414K +$418K +9,512 New
TW
95
Traveka Wealth
California
$407K +$11.5K +263 +3%
AC
96
Apella Capital
Connecticut
$398K +$399K +9,080 New
VA
97
Valmark Advisers
Ohio
$394K
FCG
98
Financial Connections Group
California
$384K +$16.2K +368 +4%
CIA
99
Concurrent Investment Advisors
Florida
$378K -$40.1K -914 -10%
KFP
100
Keener Financial Planning
Texas
$372K +$34.9K +796 +10%