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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
101
Elios Financial Group
Ohio
$301K -$7.67K -179 -3%
TC
102
TownSquare Capital
Utah
$300K -$105K -2,443 -26%
RA
103
RFG Advisory
Alabama
$298K -$35.5K -827 -11%
CHP
104
Cable Hill Partners
Oregon
$298K – – –
BCWM
105
Bartlett & Co Wealth Management
Ohio
$293K – – –
ATPW
106
Ashton Thomas Private Wealth
Arizona
$287K -$2.31K -54 -0.8%
FCG
107
Financial Connections Group
California
$284K -$684K -15,944 -71%
MOS
108
MGO One Seven
Ohio
$280K -$13.7K -320 -5%
SIM
109
Stratos Investment Management
Ohio
$275K +$272K +6,340 New
WIA
110
World Investment Advisors
California
$261K +$17.9K +418 +7%
MFG
111
Merit Financial Group
Georgia
$260K +$258K +6,009 New
OPWM
112
Oregon Pacific Wealth Management
Oregon
$256K -$6.99K -163 -3%
EWA
113
EverSource Wealth Advisors
Alabama
$255K -$3.47K -81 -1%
T
114
Tidemark
California
$243K +$1.54K +36 +0.6%
APW
115
Austin Private Wealth
Texas
$239K -$107K -2,498 -31%
KW
116
Keyvantage Wealth
Pennsylvania
$239K -$3.26K -76 -1%
FA
117
Flagstar Advisors
New York
$237K +$1.46K +34 +0.6%
WA
118
Wealth Alliance
New York
$234K +$231K +5,397 New
OWCM
119
One Wealth Capital Management
Arizona
$232K +$2.02K +47 +0.9%
KAS
120
Kestra Advisory Services
Texas
$224K -$678K -15,808 -75%
WHCI
121
W.H. Cornerstone Investments
Massachusetts
$223K -$3.69K -86 -2%
BCI
122
Brinker Capital Investments
Pennsylvania
$221K +$219K +5,105 New
OPS
123
Orion Portfolio Solutions
Nebraska
$221K +$219K +5,105 New
SPAS
124
Spectrum Planning & Advisory Services
California
$219K +$13.6K +317 +7%
MWM
125
MBE Wealth Management
Wisconsin
$213K +$211K +4,926 New