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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$339K +$115K +2,682 +53%
OL
102
Optas LLC
Texas
$335K -$2.79K -65 -0.8%
WIA
103
World Investment Advisors
California
$329K +$66K +1,535 +26%
APW
104
Austin Private Wealth
Texas
$322K +$80.7K +1,876 +34%
EWA
105
EverSource Wealth Advisors
Alabama
$321K +$63.5K +1,477 +25%
FCG
106
Financial Connections Group
California
$320K +$34K +790 +12%
SIM
107
Stratos Investment Management
Ohio
$318K +$41.3K +961 +15%
MAC
108
Mason & Associates (California)
California
$305K -$645 -15 -0.2%
OWCM
109
One Wealth Capital Management
Arizona
$302K +$68.6K +1,596 +30%
HPM
110
Hoxton Planning & Management
West Virginia
$302K +$298K +6,925 New
BFP
111
Brewster Financial Planning
New York
$299K +$90.1K +2,095 +44%
BCWM
112
Bartlett & Co Wealth Management
Ohio
$294K
CCM
113
Coldstream Capital Management
Washington
$291K +$287K +6,684 New
Mariner
114
Mariner
Kansas
$275K +$271K +6,309 New
ATPW
115
Ashton Thomas Private Wealth
Arizona
$273K -$15.3K -356 -5%
FPWM
116
FSB Premier Wealth Management
Iowa
$272K +$269K +6,248 New
KAS
117
Kestra Advisory Services
Texas
$254K +$28.4K +660 +13%
OPWM
118
Oregon Pacific Wealth Management
Oregon
$252K -$5.33K -124 -2%
FA
119
Flagstar Advisors
New York
$241K +$2.28K +53 +1%
KW
120
Keyvantage Wealth
Pennsylvania
$235K -$4.43K -103 -2%
WIC
121
Whitegate Investment Counselors
New Hampshire
$224K +$221K +5,150 New
WHCI
122
W.H. Cornerstone Investments
Massachusetts
$219K -$5.2K -121 -2%
PJSIMP
123
P.J. Schmidt Investment Management (PJS)
Wisconsin
$217K +$215K +4,992 New
MWM
124
MBE Wealth Management
Wisconsin
$214K -$172 -4 -0.1%
SPAS
125
Spectrum Planning & Advisory Services
California
$213K -$6.49K -151 -3%