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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
101
Rossby Financial
Florida
$278K +$222K +5,104 +413%
ATPW
102
Ashton Thomas Private Wealth
Arizona
$276K +$1.09K +25 +0.4%
AG
103
Ascent Group
Virginia
$272K -$115K -2,646 -30%
NFG
104
Northeast Financial Group
Pennsylvania
$270K +$268K +6,144 New
TW
105
Traveka Wealth
California
$256K +$44.5K +1,022 +21%
OPWM
106
Oregon Pacific Wealth Management
Oregon
$255K +$1.22K +28 +0.5%
GWMR
107
GC Wealth Management RIA
Massachusetts
$249K +$247K +5,660 New
KAS
108
Kestra Advisory Services
Texas
$245K -$11.2K -257 -4%
KFP
109
Keener Financial Planning
Texas
$240K +$47K +1,078 +25%
P
110
&Partners
Tennessee
$237K +$235K +5,404 New
KW
111
Keyvantage Wealth
Pennsylvania
$230K -$7.84K -180 -3%
SWA
112
Sax Wealth Advisors
New Jersey
$227K +$225K +5,176 New
WIC
113
Whitegate Investment Counselors
New Hampshire
$226K – – –
WHCI
114
W.H. Cornerstone Investments
Massachusetts
$223K +$1.96K +45 +0.9%
PJSIMP
115
P.J. Schmidt Investment Management (PJS)
Wisconsin
$223K +$3.27K +75 +2%
SPAS
116
Spectrum Planning & Advisory Services
California
$216K +$1.13K +26 +0.5%
AWM
117
AE Wealth Management
Kansas
$216K +$152K +3,479 +241%
OWCM
118
One Wealth Capital Management
Arizona
$213K -$91.1K -2,090 -30%
LWA
119
Lifelong Wealth Advisors
Minnesota
$207K +$205K +4,709 New
PWA
120
Physician Wealth Advisors
Utah
$195K +$871 +20 +0.5%
PS
121
Principal Securities
Iowa
$163K – – –
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$125K – – –
GWSG
123
GPS Wealth Strategies Group
Colorado
$123K +$436 +10 +0.4%
KFI
124
Key Financial Inc
Pennsylvania
$116K – – –
HDIM
125
Hanson & Doremus Investment Management
Vermont
$109K +$3.96K +91 +4%