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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
101
LifePlan Investment Advisors
North Carolina
$370K +$2.68K +61 +0.7%
IWC
102
Integrated Wealth Concepts
Massachusetts
$368K +$118K +2,678 +46%
HighTower Advisors
103
HighTower Advisors
Illinois
$357K +$3.34K +76 +0.9%
PJSIMP
104
P.J. Schmidt Investment Management (PJS)
Wisconsin
$353K
SIM
105
Stratos Investment Management
Ohio
$339K +$38.3K +873 +13%
BFP
106
Brewster Financial Planning
New York
$315K
HI
107
Harbour Investments
Wisconsin
$310K +$19.8K +452 +7%
SWM
108
SigFig Wealth Management
California
$304K -$27.4M -624,416 -99%
WWM
109
Western Wealth Management
Colorado
$302K -$1.23K -28 -0.4%
KAS
110
Kestra Advisory Services
Texas
$298K +$103K +2,346 +52%
BCWM
111
Bartlett & Co Wealth Management
Ohio
$294K
ATPW
112
Ashton Thomas Private Wealth
Arizona
$270K +$2.63K +60 +1%
WHCI
113
W.H. Cornerstone Investments
Massachusetts
$265K +$41.7K +951 +19%
CL
114
Choreo LLC
Illinois
$263K +$266K +6,050 New
CWM
115
Contango Wealth Management
California
$263K -$899K -20,468 -77%
NFG
116
Northeast Financial Group
Pennsylvania
$262K
WIC
117
Whitegate Investment Counselors
New Hampshire
$262K +$36.8K +839 +16%
Cerity Partners
118
Cerity Partners
New York
$253K +$256K +5,825 New
Bank of New York Mellon
119
Bank of New York Mellon
New York
$252K -$63.5K -1,446 -20%
P
120
&Partners
Tennessee
$248K +$2.94K +67 +1%
IWM
121
IHT Wealth Management
Illinois
$241K -$75.3K -1,715 -24%
BW
122
Balance Wealth
Ohio
$229K +$15.1K +344 +7%
KW
123
Keyvantage Wealth
Pennsylvania
$227K
SPAS
124
Spectrum Planning & Advisory Services
California
$209K -$6.72K -153 -3%
DAS
125
Dynamic Advisor Solutions
Arizona
$206K -$138K -3,151 -40%