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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
101
Venturi Wealth Management
Texas
$270K +$1.13K +26 +0.4%
AG
102
Ascent Group
Virginia
$260K -$829 -19 -0.3%
SAI
103
Savvy Advisors Inc
New York
$252K +$10.2K +234 +4%
WA
104
Wealth Alliance
New York
$249K -$38.7K -886 -14%
TWP
105
Tempus Wealth Planning
California
$243K
FA
106
Flagstar Advisors
New York
$238K +$2.14K +49 +0.9%
WF
107
Williams Financial
Vermont
$233K -$21.2K -486 -8%
AI
108
Atria Investments
North Carolina
$229K +$10.3K +236 +5%
BCI
109
Brinker Capital Investments
Pennsylvania
$228K +$224K +5,144 New
OPS
110
Orion Portfolio Solutions
Nebraska
$228K +$224K +5,144 New
BBA
111
Braun-Bostich & Associates
Pennsylvania
$228K -$3.58K -82 -2%
WHCI
112
W.H. Cornerstone Investments
Massachusetts
$225K +$222K +5,086 New
DAS
113
Dynamic Advisor Solutions
Arizona
$223K -$19.8K -455 -8%
IFWM
114
Institute for Wealth Management
Colorado
$222K +$6.11K +140 +3%
BFG
115
Buttonwood Financial Group
Missouri
$221K +$218K +4,986 New
Citadel Advisors
116
Citadel Advisors
Florida
$218K +$215K +4,923 New
SB
117
Strategic Blueprint
Georgia
$217K +$3.62K +83 +2%
TCA
118
Transcend Capital Advisors
New Jersey
$217K -$1.57K -36 -0.7%
CW
119
CreativeOne Wealth
Kansas
$209K +$205K +4,708 New
FA
120
Fermata Advisors
California
$207K +$204K +4,676 New
CFGS
121
Concourse Financial Group Securities
Alabama
$206K +$34.8K +797 +21%
PWA
122
Physician Wealth Advisors
Utah
$204K +$202K +4,630 New
PS
123
Principal Securities
Iowa
$160K
CFD
124
Creative Financial Designs
Indiana
$147K +$2.09K +48 +1%
MIA
125
Milestone Investment Advisors
Wisconsin
$138K