We are live on ! Find out more
EUSB icon

iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$258K -$248K -5,749 -49%
EWA
102
EverSource Wealth Advisors
Alabama
$253K -$148K -3,425 -36%
OMC
103
Old Mission Capital
Illinois
$248K +$252K +5,842 New
WIA
104
World Investment Advisors
California
$238K -$115K -2,669 -32%
KW
105
Keyvantage Wealth
Pennsylvania
$237K +$241K +5,585 New
T
106
Tidemark
California
$237K -$44.7K -1,035 -16%
TWP
107
Tempus Wealth Planning
California
$237K +$4.27K +99 +2%
Morgan Stanley
108
Morgan Stanley
New York
$236K +$156K +3,613 +185%
FA
109
Flagstar Advisors
New York
$231K +$2.94K +68 +1%
SWP
110
Sagespring Wealth Partners
Tennessee
$226K +$230K +5,330 New
WF
111
Williams Financial
Vermont
$226K +$2.59K +60 +1%
OWCM
112
One Wealth Capital Management
Arizona
$225K +$229K +5,299 New
WHCI
113
W.H. Cornerstone Investments
Massachusetts
$223K +$6.56K +152 +3%
SWA
114
Stratos Wealth Advisors
Ohio
$218K -$105K -2,440 -32%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$212K -$137K -3,180 -39%
IFWM
116
Institute for Wealth Management
Colorado
$205K -$8.76K -203 -4%
BFP
117
Brewster Financial Planning
New York
$202K +$206K +4,762 New
SPAS
118
Spectrum Planning & Advisory Services
California
$201K -$89.5K -2,074 -30%
PWA
119
Physician Wealth Advisors
Utah
$198K +$1.55K +36 +0.8%
KFP
120
Keener Financial Planning
Texas
$193K +$197K +4,562 New
PS
121
Principal Securities
Iowa
$157K +$3.54K +82 +2%
CFGS
122
Concourse Financial Group Securities
Alabama
$145K -$53.7K -1,243 -27%
SW
123
SoFi Wealth
California
$136K +$138K +3,203 New
CFD
124
Creative Financial Designs
Indiana
$105K -$36.7K -851 -26%
HDIM
125
Hanson & Doremus Investment Management
Vermont
$101K +$33K +765 +48%