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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Savant Capital
Illinois
$240K +$230K +5,543 New
TC
102
TownSquare Capital
Utah
$236K -$98.2K -2,366 -30%
OWMIAS
103
One Wealth Management Investment & Advisory Services
Florida
$236K +$226K +5,450 New
BRWA
104
B. Riley Wealth Advisors
Florida
$232K -$410K -9,876 -65%
FA
105
Flagstar Advisors
New York
$227K +$218K +5,250 New
IFWM
106
Institute for Wealth Management
Colorado
$222K -$24.7K -595 -10%
TWP
107
Tempus Wealth Planning
California
$213K -$3.53K -85 -2%
SB
108
Strategic Blueprint
Georgia
$208K -$65.1K -1,568 -25%
Wells Fargo
109
Wells Fargo
California
$192K +$54.8K +1,320 +42%
HI
110
Harbour Investments
Wisconsin
$181K +$19.1K +461 +12%
PS
111
Principal Securities
Iowa
$177K +$169K +4,080 New
CFD
112
Creative Financial Designs
Indiana
$134K -$49.2K -1,185 -28%
MIA
113
Milestone Investment Advisors
Wisconsin
$128K +$122K +2,949 New
SWM
114
Spire Wealth Management
Virginia
$106K +$24K +579 +31%
CFGS
115
Concourse Financial Group Securities
Alabama
$102K +$10.1K +243 +12%
Comerica Bank
116
Comerica Bank
Texas
$96.1K -$53.1K -1,280 -37%
JWA
117
JFS Wealth Advisors
Pennsylvania
$91.8K +$88K +2,122 New
AIP
118
Ameritas Investment Partners
Nebraska
$81.2K +$166 +4 +0.2%
SWM
119
Sugarloaf Wealth Management
Georgia
$75.4K
Morgan Stanley
120
Morgan Stanley
New York
$51.2K
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$51.2K -$21.6K -521 -31%
CAL
122
Capital Analysts LLC
Pennsylvania
$38K -$19.9K -480 -35%
AIC
123
Archer Investment Corporation
Indiana
$36.8K
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$30.9K +$29.5K +712 New
OP
125
ORG Partners
Indiana
$30.9K -$9.17K -221 -24%