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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
101
TownSquare Capital
Utah
$300K -$105K -2,443 -26%
RA
102
RFG Advisory
Alabama
$298K -$35.5K -827 -11%
CHP
103
Cable Hill Partners
Oregon
$298K
BCWM
104
Bartlett & Co Wealth Management
Ohio
$293K
ATPW
105
Ashton Thomas Private Wealth
Arizona
$287K -$2.31K -54 -0.8%
FCG
106
Financial Connections Group
California
$284K -$684K -15,944 -71%
MOS
107
MGO One Seven
Ohio
$280K -$13.7K -320 -5%
SIM
108
Stratos Investment Management
Ohio
$275K +$272K +6,340 New
WIA
109
World Investment Advisors
California
$261K +$17.9K +418 +7%
MFG
110
Merit Financial Group
Georgia
$260K +$258K +6,009 New
OPWM
111
Oregon Pacific Wealth Management
Oregon
$256K -$6.99K -163 -3%
EWA
112
EverSource Wealth Advisors
Alabama
$255K -$3.47K -81 -1%
T
113
Tidemark
California
$243K +$1.54K +36 +0.6%
APW
114
Austin Private Wealth
Texas
$239K -$107K -2,498 -31%
KW
115
Keyvantage Wealth
Pennsylvania
$239K -$3.26K -76 -1%
FA
116
Flagstar Advisors
New York
$237K +$1.46K +34 +0.6%
WA
117
Wealth Alliance
New York
$234K +$231K +5,397 New
OWCM
118
One Wealth Capital Management
Arizona
$232K +$2.02K +47 +0.9%
KAS
119
Kestra Advisory Services
Texas
$224K -$678K -15,808 -75%
WHCI
120
W.H. Cornerstone Investments
Massachusetts
$223K -$3.69K -86 -2%
BCI
121
Brinker Capital Investments
Pennsylvania
$221K +$219K +5,105 New
OPS
122
Orion Portfolio Solutions
Nebraska
$221K +$219K +5,105 New
SPAS
123
Spectrum Planning & Advisory Services
California
$219K +$13.6K +317 +7%
MWM
124
MBE Wealth Management
Wisconsin
$213K +$211K +4,926 New
TW
125
Traveka Wealth
California
$210K +$208K +4,857 New