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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$356K -$174 -4 -0%
ASG
102
Advisory Solutions Group
Minnesota
$349K +$348K +8,023 New
CIA
103
Concurrent Investment Advisors
Florida
$347K -$30.7K -708 -8%
SWM
104
SigFig Wealth Management
California
$342K +$36.4K +839 +12%
SIM
105
Stratos Investment Management
Ohio
$338K
WWM
106
Western Wealth Management
Colorado
$326K +$24.8K +572 +8%
Citadel Advisors
107
Citadel Advisors
Florida
$325K -$5.28M -121,528 -94%
BFP
108
Brewster Financial Planning
New York
$323K +$8.6K +198 +3%
TWCA
109
Two West Capital Advisors
Kansas
$315K +$114K +2,624 +56%
WHCI
110
W.H. Cornerstone Investments
Massachusetts
$313K +$48.7K +1,122 +18%
HI
111
Harbour Investments
Wisconsin
$312K +$2.61K +60 +0.8%
BPA
112
Beacon Pointe Advisors
California
$310K +$310K +7,137 New
KAS
113
Kestra Advisory Services
Texas
$300K +$2.17K +50 +0.7%
BCWM
114
Bartlett & Co Wealth Management
Ohio
$294K
P
115
&Partners
Tennessee
$290K +$42.4K +977 +17%
WIC
116
Whitegate Investment Counselors
New Hampshire
$277K +$15.7K +361 +6%
Mariner
117
Mariner
Kansas
$271K -$331K -7,629 -55%
CL
118
Choreo LLC
Illinois
$266K +$2.91K +67 +1%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$245K -$6.82K -157 -3%
KW
120
Keyvantage Wealth
Pennsylvania
$225K -$2.13K -49 -0.9%
OWCM
121
One Wealth Capital Management
Arizona
$214K +$213K +4,915 New
DAS
122
Dynamic Advisor Solutions
Arizona
$207K +$999 +23 +0.5%
LIA
123
LifePlan Investment Advisors
North Carolina
$201K -$168K -3,879 -46%
CAL
124
Capital Analysts LLC
Pennsylvania
$198K +$139K +3,205 +234%
ATPW
125
Ashton Thomas Private Wealth
Arizona
$181K -$89.1K -2,052 -33%