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iShares ESG Advanced Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APC
126
Aspire Private Capital
North Carolina
$33.4K +$33.3K +792 New
CA
127
CoreCap Advisors
Michigan
$33K +$32.9K +783 New
Franklin Resources
128
Franklin Resources
California
$29.7K
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$27.1K +$27K +643 New
CFO
130
CVA Family Office
Colorado
$25.4K +$25.3K +601 New
CWA
131
Clearview Wealth Advisors
Oregon
$20.4K -$87.2K -2,075 -81%
HI
132
Harbour Investments
Wisconsin
$13K -$73.5K -1,749 -85%
GFPC
133
Global Financial Private Client
Florida
$11.1K
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$10.3K
PIMG
135
Patriot Investment Management Group
Tennessee
$7.51K +$7.27K +173 New
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$6K
FCA
137
Fortis Capital Advisors
Kansas
$4.05K +$4.03K +96 New
AWA
138
Arete Wealth Advisors
Illinois
$3.15K +$653K +15,550 New
BC
139
Barrett & Company
Rhode Island
$2.95K
MHR
140
Matthew Hamilton Rosenberg
$295 +$294 +7 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$42
FC
142
Fulcrum Capital
Washington
-$1.88M -44,940 Closed
RSWM
143
Robertson Stephens Wealth Management
California
-$1.08M -25,748 Closed
KFSC
144
Keystone Financial Services (Colorado)
Colorado
-$523K -12,595 Closed
PWA
145
Physician Wealth Advisors
Utah
-$372K -8,855 Closed
MLA
146
My Legacy Advisors
Oregon
-$289K -7,021 Closed
CA
147
Continuum Advisory
Idaho
-$218K -5,221 Closed
SCA
148
Snowden Capital Advisors
New York
-$204K -4,878 Closed
MWM
149
Mascoma Wealth Management
New Hampshire
-$115K -2,740 Closed
ACM
150
Absolute Capital Management
Pennsylvania
-$73.2K -1,750 Closed